FOCUS Wealth Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

FOCUS Wealth 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
2023 Q2	–	Sell	-15,053	Closed	-$335K	–	57
2023 Q1	$335K	Hold	15,053	–	–	0.22%	47
2022 Q4	$326K	Hold	15,053	–	–	0.23%	44
2022 Q3	$313K	Buy	15,053 +1,811	+14%	+$39.6K	0.22%	44
2022 Q2	$288K	Hold	13,242	–	–	0.2%	40
2022 Q1	$307K	Buy	+13,242	New	+$323K	0.18%	40

Other funds holding BSMU

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return