Cambridge Financial Group (Arizona)’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Cambridge Financial Group (Arizona)’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	-17,046	Closed	-$372K	–	163
2026 Q1	$372K	Sell	17,046 -7,360	-30%	-$163K	0.13%	119
2025 Q4	$537K	Hold	24,406	–	–	0.19%	89
2025 Q3	$535K	Buy	+24,406	New	+$530K	0.17%	97

Other funds holding BSMU

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s BSMU Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2026, closing a stake of 17,046 shares — an estimated $372K sold.

Cambridge Financial Group (Arizona) first reported a position in BSMU in Q3 2025 and held it in 3 quarters. The position peaked at $537K in Q4 2025. 32 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Cambridge Financial Group (Arizona) reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Cambridge Financial Group (Arizona) sold 17,046 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $372K.
Cambridge Financial Group (Arizona) first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
Cambridge Financial Group (Arizona)'s Invesco BulletShares 2030 Municipal Bond ETF position peaked at $537K in Q4 2025.
32 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.