HSWS
BSMU icon

Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Higgins & Schmidt Wealth Strategies’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
2024
Q4 		– Sell
-9,360
Closed -$207K – 59
2024
Q3 		$207K Buy
+9,360
New +$206K 0.13% 50

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's BSMU Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q4 2024, closing a stake of 9,360 shares — an estimated $207K sold.

Higgins & Schmidt Wealth Strategies first reported a position in BSMU in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 68 funds tracked by Wall St. Rank hold BSMU as of Q4 2024.

  • Higgins & Schmidt Wealth Strategies reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Higgins & Schmidt Wealth Strategies sold 9,360 Invesco BulletShares 2030 Municipal Bond ETF shares in Q4 2024, an estimated $207K.
  • Higgins & Schmidt Wealth Strategies first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • Higgins & Schmidt Wealth Strategies's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $207K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.