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

IFP 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
Q3 		$32.5K Hold
1,557
– – ﹤0.01% 2667
2026
Q2 		$34.1K Buy
1,557
+195
+14% +$4.27K ﹤0.01% 2630
2026
Q1 		$29.7K Buy
1,362
+262
+24% +$5.8K ﹤0.01% 2555
2025
Q4 		$24.2K Hold
1,100
– – ﹤0.01% 2625
2025
Q3 		$24.1K Hold
1,100
– – ﹤0.01% 2490
2025
Q2 		$23.6K Hold
1,100
– – ﹤0.01% 2452
2025
Q1 		$23.7K Hold
1,100
– – ﹤0.01% 2228
2024
Q4 		$23.9K Hold
1,100
– – ﹤0.01% 2168
2024
Q3 		$24.4K Hold
1,100
– – ﹤0.01% 2068
2024
Q2 		$23.9K Hold
1,100
– – ﹤0.01% 2002
2024
Q1 		$24.3K Hold
1,100
– – ﹤0.01% 1884
2023
Q4 		$24.7K Hold
1,100
– – ﹤0.01% 1831
2023
Q3 		$23K Hold
1,100
– – ﹤0.01% 1869
2023
Q2 		$24.2K Hold
1,100
– – ﹤0.01% 1921
2023
Q1 		$27.4K Hold
1,100
– – ﹤0.01% 1878
2022
Q4 		$27K Buy
+1,100
New +$23.4K ﹤0.01% 2665

Other funds holding BSMU

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

IFP Advisors's BSMU Position: Q3 2026 in Review

IFP Advisors held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q3 2026 at 1,557 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

IFP Advisors first reported a position in BSMU in Q4 2022 and has held it in 16 quarters since. The position peaked at $34.1K in Q2 2026. 22 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • IFP Advisors held 1,557 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $32.5K as of Q3 2026.
  • IFP Advisors left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2667 holding.
  • IFP Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • IFP Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $34.1K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.