Legacy Private Trust
BSMU icon

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
Q3 		$1.24M Sell
59,554
-122,629
-67% -$2.65M 0.07% 148
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% -$100K 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

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Insight Wealth Partners
Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Legacy Private Trust's BSMU Position: Q3 2026 in Review

Legacy Private Trust reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 67% in Q3 2026, selling an estimated $2.65M and leaving 59,554 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #148.

Legacy Private Trust first reported a position in BSMU in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.99M in Q2 2026. 35 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • Legacy Private Trust held 59,554 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $1.24M as of Q3 2026.
  • Legacy Private Trust sold 122,629 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2026, an estimated $2.65M.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.07% of Legacy Private Trust's portfolio in Q3 2026, its #148 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Legacy Private Trust's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $3.99M in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.