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Central Valley Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Central Valley Advisors’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 		$3.81M Sell
173,734
-6,989
-4% -$153K 0.98% 24
2026
Q1 		$3.94M Sell
180,723
-2,392
-1% -$52.9K 1.08% 26
2025
Q4 		$4.03M Buy
183,115
+3,021
+2% +$66.5K 1.2% 23
2025
Q3 		$3.95M Buy
+180,094
New +$3.91M 1.22% 24

Other funds holding BSMU

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Central Valley Advisors's BSMU Position: Q2 2026 in Review

Central Valley Advisors reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 3.9% in Q2 2026, selling an estimated $153K and leaving 173,734 shares worth $3.81M. The position accounts for 0.98% of the portfolio, ranked #24.

Central Valley Advisors first reported a position in BSMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.03M in Q4 2025. 48 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Central Valley Advisors held 173,734 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $3.81M as of Q2 2026.
  • Central Valley Advisors sold 6,989 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $153K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.98% of Central Valley Advisors's portfolio in Q2 2026, its #24 holding.
  • Central Valley Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Central Valley Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $4.03M in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.