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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF

AE Wealth Management LLC holds 72,695 shares of BSMU (INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF), worth $1.6M as of 2026-Q2. The position was decreased (-21.7% shares). BSMU represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$1.6M

Current Shares

72,695

Total Value Change

-$129,431

Total Shares Change

-5,084

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
72,695
-21.7%
$1.6M0.0%$21.87
0
2026-Q1
Decreased
92,882
-7.2%
$2M0.0%$21.60
0
2025-Q4
Decreased
100,033
-1.6%
$2.2M0.0%$21.67
0
2025-Q3
Increased
101,704
+4.5%
$2.2M0.0%$21.42
27
2025-Q2
Increased
97,290
+7.9%
$2.1M0.0%$20.86
28
2025-Q1
Increased
90,200
+9.8%
$1.9M0.0%$20.77
28
2024-Q4
Increased
82,174
+5.7%
$1.8M0.0%$20.76
27
2024-Q3
Increased
77,779
+12.3%
$1.7M0.0%$21.02
29

Other major holders of BSMU: Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN

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