Legacy Private Trust’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Legacy Private Trust’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	$3.2M	Buy	146,913 +22,188	+18%	+$491K	0.2%	88
2025 Q4	$2.75M	Buy	124,725 +34,125	+38%	+$751K	0.16%	103
2025 Q3	$1.99M	Sell	90,600 -13,036	-13%	-$283K	0.12%	120
2025 Q2	$2.23M	Buy	103,636 +12,675	+14%	+$271K	0.14%	105
2025 Q1	$1.96M	Buy	90,961 +2,645	+3%	+$57.7K	0.13%	119
2024 Q4	$1.92M	Hold	88,316	–	–	0.13%	124
2024 Q3	$1.96M	Sell	88,316 -40,279	-31%	-$887K	0.13%	119
2024 Q2	$2.8M	Sell	128,595 -4,570	-3%	-$99.8K	0.2%	88
2024 Q1	$2.95M	Hold	133,165	–	–	0.22%	90
2023 Q4	$2.99M	Buy	133,165 +71,358	+115%	+$1.53M	0.24%	87
2023 Q3	$1.29M	Buy	61,807 +28,771	+87%	+$623K	0.11%	126
2023 Q2	$726K	Buy	33,036 +21,711	+192%	+$479K	0.06%	150
2023 Q1	$252K	Buy	+11,325	New	+$250K	0.02%	209

Other funds holding BSMU

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Legacy Private Trust's BSMU Position: Q1 2026 in Review

Legacy Private Trust increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 18% in Q1 2026, buying an estimated $491K and bringing the position to 146,913 shares worth $3.2M. The position accounts for 0.2% of the portfolio, ranked #88.

Legacy Private Trust first reported a position in BSMU in Q1 2023 and has held it in 13 quarters since. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Legacy Private Trust held 146,913 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $3.2M as of Q1 2026.
Legacy Private Trust bought 22,188 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $491K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.2% of Legacy Private Trust's portfolio in Q1 2026, its #88 holding.
Legacy Private Trust first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.