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 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 $530B AUM 22.01% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 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 $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envision Financial Planning's BSMU Position: Q1 2026 in Review

Envision Financial Planning increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 3.8% in Q1 2026, buying an estimated $64.3K and bringing the position to 80,344 shares worth $1.75M. The position accounts for 0.63% of the portfolio, ranked #23.

Envision Financial Planning first reported a position in BSMU in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.31M in Q3 2024. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Envision Financial Planning held 80,344 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $1.75M as of Q1 2026.
Envision Financial Planning bought 2,909 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $64.3K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.63% of Envision Financial Planning's portfolio in Q1 2026, its #23 holding.
Envision Financial Planning first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
Envision Financial Planning's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $4.31M in Q3 2024.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.