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 Q2	$622K	Sell	28,390 -2,395	-8%	-$52.5K	0.23%	78
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 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 $104B AUM 28.3% 1-Year Est. Return

AUB

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

Howard Wealth Management's BSMU Position: Q2 2026 in Review

Howard Wealth Management reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 7.8% in Q2 2026, selling an estimated $52.5K and leaving 28,390 shares worth $622K. The position accounts for 0.23% of the portfolio, ranked #78.

Howard Wealth Management first reported a position in BSMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $672K in Q1 2026. 107 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Howard Wealth Management held 28,390 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $622K as of Q2 2026.
Howard Wealth Management sold 2,395 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $52.5K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.23% of Howard Wealth Management's portfolio in Q2 2026, its #78 holding.
Howard Wealth Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
Howard Wealth Management's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $672K in Q1 2026.
107 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.