Colonial Trust Advisors
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Colonial Trust Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Colonial Trust 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
Q3 		$260K Buy
12,438
+8,638
+227% +$186K 0.02% 192
2026
Q2 		$83.3K Buy
+3,800
New +$83.2K 0.01% 302

Other funds holding BSMU

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HighTower Advisors
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Colonial Trust Advisors's BSMU Position: Q3 2026 in Review

Colonial Trust Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 227% in Q3 2026, buying an estimated $186K and bringing the position to 12,438 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #192.

Colonial Trust Advisors first reported a position in BSMU in Q2 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • Colonial Trust Advisors held 12,438 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $260K as of Q3 2026.
  • Colonial Trust Advisors bought 8,638 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2026, an estimated $186K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.02% of Colonial Trust Advisors's portfolio in Q3 2026, its #192 holding.
  • Colonial Trust Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.