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Koss-Olinger Consulting’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-30,178
Closed -$665K – 264
2025
Q4 		$665K Hold
30,178
– – 0.05% 129
2025
Q3 		$649K Hold
30,178
– – 0.05% 163
2025
Q2 		$649K Buy
+30,178
New +$644K 0.05% 165

Other funds holding BSMU

Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Koss-Olinger Consulting's BSMU Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q1 2026, closing a stake of 30,178 shares — an estimated $665K sold.

Koss-Olinger Consulting first reported a position in BSMU in Q2 2025 and held it in 3 quarters. The position peaked at $665K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

  • Koss-Olinger Consulting reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 30,178 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $665K.
  • Koss-Olinger Consulting first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2025 and held it in 3 quarters.
  • Koss-Olinger Consulting's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $665K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.