Clark Asset Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Clark Asset 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 Q2	$2.47M	Buy	112,774 +23,493	+26%	+$515K	0.19%	51
2026 Q1	$1.95M	Buy	89,281 +24,826	+39%	+$549K	0.18%	51
2025 Q4	$1.42M	Buy	64,455 +564	+0.9%	+$12.4K	0.15%	61
2025 Q3	$1.4M	Buy	63,891 +18,087	+39%	+$393K	0.16%	52
2025 Q2	$985K	Buy	45,804 +3,801	+9%	+$81.2K	0.13%	64
2025 Q1	$906K	Buy	42,003 +295	+0.7%	+$6.43K	0.15%	52
2024 Q4	$906K	Buy	41,708 +201	+0.5%	+$4.41K	0.17%	50
2024 Q3	$919K	Buy	41,507 +647	+2%	+$14.2K	0.2%	44
2024 Q2	$890K	Buy	40,860 +28,190	+222%	+$616K	0.25%	38
2024 Q1	$280K	Buy	12,670 +74	+0.6%	+$1.65K	0.09%	69
2023 Q4	$282K	Buy	12,596 +2,754	+28%	+$59K	0.1%	63
2023 Q3	$206K	Buy	9,842 +69	+0.7%	+$1.49K	0.09%	73
2023 Q2	$215K	Buy	9,773 +63	+0.6%	+$1.39K	0.1%	70
2023 Q1	$216K	Buy	9,710 +65	+0.7%	+$1.43K	0.13%	57
2022 Q4	$209K	Buy	+9,645	New	+$205K	0.15%	57

Other funds holding BSMU

CIM

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

SVWA

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

Clark Asset Management's BSMU Position: Q2 2026 in Review

Clark Asset Management increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 26% in Q2 2026, buying an estimated $515K and bringing the position to 112,774 shares worth $2.47M. The position accounts for 0.19% of the portfolio, ranked #51.

Clark Asset Management first reported a position in BSMU in Q4 2022 and has held it in 15 quarters since. 17 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Clark Asset Management held 112,774 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $2.47M as of Q2 2026.
Clark Asset Management bought 23,493 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $515K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.19% of Clark Asset Management's portfolio in Q2 2026, its #51 holding.
Clark Asset Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
17 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.