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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
Q2 		$6.04M Buy
+275,686
New +$6.04M 0.32% 61

Other funds holding BSMU

PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Kathmere Capital Management's BSMU Position: Q2 2026 in Review

Kathmere Capital Management opened a new position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2026: 275,686 shares worth $6.04M. The stake represents 0.32% of the portfolio and ranks #61 among its holdings.

43 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Kathmere Capital Management held 275,686 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $6.04M as of Q2 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF was a new Kathmere Capital Management position in Q2 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.32% of Kathmere Capital Management's portfolio in Q2 2026, its #61 holding.
  • 43 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.