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 Q2	$2.27M	Hold	103,724	–	–	0.31%	37
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 $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

Insight Wealth Partners's BSMU Position: Q2 2026 in Review

Insight Wealth Partners held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q2 2026 at 103,724 shares worth $2.27M. The position accounts for 0.31% of the portfolio, ranked #37.

Insight Wealth Partners first reported a position in BSMU in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.34M in Q1 2023. 107 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Insight Wealth Partners held 103,724 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $2.27M as of Q2 2026.
Insight Wealth Partners left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.31% of Insight Wealth Partners's portfolio in Q2 2026, its #37 holding.
Insight Wealth Partners first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
Insight Wealth Partners's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $4.34M in Q1 2023.
107 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.