IWP
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Innova Wealth Partners’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Innova Wealth Partners’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
-9,219
Closed -$204K – 100
2024
Q3 		$204K Buy
+9,219
New +$203K 0.17% 80

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HBT
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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

Innova Wealth Partners's BSMU Position: Q4 2024 in Review

Innova Wealth Partners sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q4 2024, closing a stake of 9,219 shares — an estimated $204K sold.

Innova Wealth Partners first reported a position in BSMU in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 68 funds tracked by Wall St. Rank hold BSMU as of Q4 2024.

  • Innova Wealth Partners reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 9,219 Invesco BulletShares 2030 Municipal Bond ETF shares in Q4 2024, an estimated $204K.
  • Innova Wealth Partners first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $204K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.