HWM
BSMU icon

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

Howard 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 		$672K Buy
30,785
+4,095
+15% +$90.6K 0.28% 71
2025
Q4 		$588K Buy
+26,690
New +$587K 0.26% 74

Other funds holding BSMU

Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Howard Wealth Management increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 15% in Q1 2026, buying an estimated $90.6K and bringing the position to 30,785 shares worth $672K. The position accounts for 0.28% of the portfolio, ranked #71.

Howard Wealth Management first reported a position in BSMU in Q4 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

  • Howard Wealth Management held 30,785 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $672K as of Q1 2026.
  • Howard Wealth Management bought 4,095 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $90.6K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.28% of Howard Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Howard Wealth Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Howard Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.