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

Insight 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
2026 Q1	$2.26M	Hold	103,724	–	–	0.32%	30
2025 Q4	$2.28M	Hold	103,724	–	–	0.31%	30
2025 Q3	$2.27M	Sell	103,724 -1,486	-1%	-$32.3K	0.69%	27
2025 Q2	$2.26M	Sell	105,210 -27,187	-21%	-$581K	0.88%	21
2025 Q1	$2.86M	Sell	132,397 -1,353	-1%	-$29.5K	0.48%	19
2024 Q4	$2.91M	Sell	133,750 -1,103	-0.8%	-$24.2K	0.4%	19
2024 Q3	$2.99M	Sell	134,853 -1,119	-0.8%	-$24.6K	0.59%	18
2024 Q2	$2.96M	Sell	135,972 -1,898	-1%	-$41.5K	0.51%	14
2024 Q1	$3.05M	Sell	137,870 -31,047	-18%	-$691K	0.53%	13
2023 Q4	$3.79M	Sell	168,917 -2,578	-2%	-$55.3K	0.66%	10
2023 Q3	$3.58M	Sell	171,495 -18,871	-10%	-$409K	0.69%	9
2023 Q2	$4.18M	Sell	190,366 -4,888	-3%	-$108K	0.97%	9
2023 Q1	$4.34M	Buy	195,254 +348	+0.2%	+$7.68K	0.97%	9
2022 Q4	$4.22M	Buy	+194,906	New	+$4.14M	3.16%	9

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

Insight Wealth Partners's BSMU Position: Q1 2026 in Review

Insight Wealth Partners held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q1 2026 at 103,724 shares worth $2.26M. The position accounts for 0.32% of the portfolio, ranked #30.

Insight Wealth Partners first reported a position in BSMU in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.34M in Q1 2023. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Insight Wealth Partners held 103,724 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $2.26M as of Q1 2026.
Insight Wealth Partners left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.32% of Insight Wealth Partners's portfolio in Q1 2026, its #30 holding.
Insight Wealth Partners first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
Insight Wealth Partners's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $4.34M in Q1 2023.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.