Horizons Wealth Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Horizons Wealth Management’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	$556K	Hold	25,494	–	–	0.36%	42
2025 Q4	$562K	Buy	25,494 +1,167	+5%	+$25.7K	0.37%	42
2025 Q3	$533K	Hold	24,327	–	–	0.36%	41
2025 Q2	$523K	Hold	24,327	–	–	0.37%	39
2025 Q1	$525K	Hold	24,327	–	–	0.39%	38
2024 Q4	$528K	Buy	24,327 +17,359	+249%	+$381K	0.4%	38
2024 Q3	$154K	Buy	6,968 +373	+6%	+$8.21K	0.12%	72
2024 Q2	$145K	Buy	6,595 +1,250	+23%	+$27.3K	0.11%	73
2024 Q1	$120K	Hold	5,345	–	–	0.08%	72
2023 Q4	$120K	Buy	+5,345	New	+$115K	0.08%	72

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

Horizons Wealth Management's BSMU Position: Q1 2026 in Review

Horizons Wealth Management held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q1 2026 at 25,494 shares worth $556K. The position accounts for 0.36% of the portfolio, ranked #42.

Horizons Wealth Management first reported a position in BSMU in Q4 2023 and has held it in 10 quarters since. The position peaked at $562K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Horizons Wealth Management held 25,494 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $556K as of Q1 2026.
Horizons Wealth Management left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.36% of Horizons Wealth Management's portfolio in Q1 2026, its #42 holding.
Horizons Wealth Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Horizons Wealth Management's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $562K in Q4 2025.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.