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Kohmann Bosshard Financial Services’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Kohmann Bosshard Financial Services’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 		$312K Hold
14,232
– – 0.03% 170
2026
Q1 		$310K Hold
14,232
– – 0.03% 157
2025
Q4 		$313K Hold
14,232
– – 0.03% 204
2025
Q3 		$312K Buy
+14,232
New +$309K 0.03% 170

Other funds holding BSMU

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
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

Kohmann Bosshard Financial Services's BSMU Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q2 2026 at 14,232 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #170.

Kohmann Bosshard Financial Services first reported a position in BSMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $313K in Q4 2025. 17 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Kohmann Bosshard Financial Services held 14,232 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $312K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #170 holding.
  • Kohmann Bosshard Financial Services first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Kohmann Bosshard Financial Services's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $313K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.