Accurate Wealth Management
BSMU icon

Accurate Wealth Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Accurate Wealth Management’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
Q3 		$372K Buy
17,605
+2,682
+18% +$57.9K 0.03% 436
2026
Q2 		$327K Hold
14,923
– – 0.03% 438
2026
Q1 		$328K Buy
+14,923
New +$330K 0.04% 399

Other funds holding BSMU

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Insight Wealth Partners
Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Accurate Wealth Management's BSMU Position: Q3 2026 in Review

Accurate Wealth Management increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 18% in Q3 2026, buying an estimated $57.9K and bringing the position to 17,605 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #436.

Accurate Wealth Management first reported a position in BSMU in Q1 2026 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • Accurate Wealth Management held 17,605 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $372K as of Q3 2026.
  • Accurate Wealth Management bought 2,682 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2026, an estimated $57.9K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #436 holding.
  • Accurate Wealth Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.