Carson Wealth (CWM LLC)’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	–	Sell	-910	Closed	-$20K	–	5692
2025 Q4	$20K	Hold	910	–	–	﹤0.01%	4160
2025 Q3	$20K	Hold	910	–	–	﹤0.01%	4113
2025 Q2	$20K	Hold	910	–	–	﹤0.01%	3899
2025 Q1	$20K	Buy	+910	New	+$19.8K	﹤0.01%	3661

Other funds holding BSMU

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

HBT

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSMU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q1 2026, closing a stake of 910 shares — an estimated $20K sold.

Carson Wealth (CWM LLC) first reported a position in BSMU in Q1 2025 and held it in 4 quarters. The position peaked at $20K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 910 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $20K.
Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2025 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Invesco BulletShares 2030 Municipal Bond ETF position peaked at $20K in Q4 2025.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.