WFA of San Diego’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

WFA of San Diego’s Portfolio BSMU Stock Details BSMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,015	Closed	-$22.1K	–	132
2026 Q1	$22.1K	Hold	1,015	–	–	0.02%	247
2025 Q4	$22.4K	Hold	1,015	–	–	0.02%	262
2025 Q3	$22.2K	Hold	1,015	–	–	0.02%	273
2025 Q2	$21.8K	Buy	+1,015	New	+$21.7K	0.02%	263

Other funds holding BSMU

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

WFA of San Diego's BSMU Position: Q2 2026 in Review

WFA of San Diego sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2026, closing a stake of 1,015 shares — an estimated $22.1K sold.

WFA of San Diego first reported a position in BSMU in Q2 2025 and held it in 4 quarters. The position peaked at $22.4K in Q4 2025. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

WFA of San Diego reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 1,015 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $22.1K.
WFA of San Diego first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2025 and held it in 4 quarters.
WFA of San Diego's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $22.4K in Q4 2025.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.