Kathmere Capital Management
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Kathmere Capital Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Kathmere Capital 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
Q3 		$6.32M Buy
302,587
+26,901
+10% +$581K 0.31% 64
2026
Q2 		$6.04M Buy
+275,686
New +$6.04M 0.32% 61

Other funds holding BSMU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.9B AUM 16.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Kathmere Capital Management's BSMU Position: Q3 2026 in Review

Kathmere Capital Management increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 9.8% in Q3 2026, buying an estimated $581K and bringing the position to 302,587 shares worth $6.32M. The position accounts for 0.31% of the portfolio, ranked #64.

Kathmere Capital Management first reported a position in BSMU in Q2 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • Kathmere Capital Management held 302,587 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $6.32M as of Q3 2026.
  • Kathmere Capital Management bought 26,901 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2026, an estimated $581K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.31% of Kathmere Capital Management's portfolio in Q3 2026, its #64 holding.
  • Kathmere Capital Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.