Envision Financial Planning’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Envision Financial Planning’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	$1.81M	Buy	82,807 +2,463	+3%	+$54K	0.59%	26
2026 Q1	$1.75M	Buy	80,344 +2,909	+4%	+$64.3K	0.63%	23
2025 Q4	$1.71M	Buy	77,435 +699	+0.9%	+$15.4K	0.64%	24
2025 Q3	$1.68M	Buy	76,736 +9,195	+14%	+$200K	0.71%	25
2025 Q2	$1.45M	Sell	67,541 -113,316	-63%	-$2.42M	0.68%	24
2025 Q1	$3.9M	Buy	180,857 +1,337	+0.7%	+$29.2K	1.99%	16
2024 Q4	$3.9M	Sell	179,520 -14,941	-8%	-$328K	2.02%	15
2024 Q3	$4.31M	Buy	194,461 +4,484	+2%	+$98.7K	2.27%	13
2024 Q2	$4.14M	Buy	189,977 +12,792	+7%	+$279K	3.16%	11
2024 Q1	$3.92M	Buy	177,185 +14,232	+9%	+$317K	3.16%	11
2023 Q4	$3.65M	Buy	162,953 +10,794	+7%	+$231K	3.2%	9
2023 Q3	$3.18M	Buy	+152,159	New	+$3.29M	3.15%	11

Other funds holding BSMU

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

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

HBT

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

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

SWA

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Envision Financial Planning's BSMU Position: Q2 2026 in Review

Envision Financial Planning increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 3.1% in Q2 2026, buying an estimated $54K and bringing the position to 82,807 shares worth $1.81M. The position accounts for 0.59% of the portfolio, ranked #26.

Envision Financial Planning first reported a position in BSMU in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.31M in Q3 2024. 107 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Envision Financial Planning held 82,807 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $1.81M as of Q2 2026.
Envision Financial Planning bought 2,463 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $54K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.59% of Envision Financial Planning's portfolio in Q2 2026, its #26 holding.
Envision Financial Planning first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envision Financial Planning's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $4.31M in Q3 2024.
107 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.