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 Q2	$3.99M	Buy	182,183 +35,270	+24%	+$773K	0.22%	85
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 $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Legacy Private Trust's BSMU Position: Q2 2026 in Review

Legacy Private Trust increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 24% in Q2 2026, buying an estimated $773K and bringing the position to 182,183 shares worth $3.99M. The position accounts for 0.22% of the portfolio, ranked #85.

Legacy Private Trust first reported a position in BSMU in Q1 2023 and has held it in 14 quarters since. 107 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Legacy Private Trust held 182,183 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $3.99M as of Q2 2026.
Legacy Private Trust bought 35,270 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $773K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.22% of Legacy Private Trust's portfolio in Q2 2026, its #85 holding.
Legacy Private Trust first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
107 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.