Gradient Capital Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Gradient Capital 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 Q2	$206K	Hold	9,381	–	–	0.05%	175
2026 Q1	$205K	Hold	9,381	–	–	0.05%	173
2025 Q4	$207K	Hold	9,381	–	–	0.05%	172
2025 Q3	$206K	Hold	9,381	–	–	0.06%	164
2025 Q2	$202K	Hold	9,381	–	–	0.06%	157
2025 Q1	$202K	Hold	9,381	–	–	0.07%	154
2024 Q4	$204K	Hold	9,381	–	–	0.07%	149
2024 Q3	$208K	Hold	9,381	–	–	0.07%	146
2024 Q2	$204K	Hold	9,381	–	–	0.07%	139
2024 Q1	$208K	Hold	9,381	–	–	0.08%	137
2023 Q4	$210K	Buy	+9,381	New	+$201K	0.08%	137
2023 Q3	–	Sell	-9,381	Closed	-$206K	–	137
2023 Q2	$206K	Hold	9,381	–	–	0.08%	136
2023 Q1	$209K	Hold	9,381	–	–	0.09%	132
2022 Q4	$203K	Buy	+9,381	New	+$199K	0.09%	130

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 $103B AUM 28.65% 1-Year Est. Return

AUB

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

Gradient Capital Advisors's BSMU Position: Q2 2026 in Review

Gradient Capital Advisors held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q2 2026 at 9,381 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #175.

Gradient Capital Advisors first reported a position in BSMU in Q4 2022 and has held it in 14 quarters since. The position peaked at $210K in Q4 2023. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Gradient Capital Advisors held 9,381 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $206K as of Q2 2026.
Gradient Capital Advisors left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.05% of Gradient Capital Advisors's portfolio in Q2 2026, its #175 holding.
Gradient Capital Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
Gradient Capital Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $210K in Q4 2023.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.