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Marietta Wealth Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Marietta Wealth Management’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 		$712K Hold
32,644
– – 0.08% 100
2025
Q4 		$719K Hold
32,644
– – 0.08% 94
2025
Q3 		$716K Buy
32,644
+9,317
+40% +$202K 0.09% 95
2025
Q2 		$502K Buy
+23,327
New +$498K 0.07% 99

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 $377B AUM 19.32% 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

Marietta Wealth Management's BSMU Position: Q1 2026 in Review

Marietta Wealth Management held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q1 2026 at 32,644 shares worth $712K. The position accounts for 0.08% of the portfolio, ranked #100.

Marietta Wealth Management first reported a position in BSMU in Q2 2025 and has held it in 4 quarters since. The position peaked at $719K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

  • Marietta Wealth Management held 32,644 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $712K as of Q1 2026.
  • Marietta Wealth Management left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.08% of Marietta Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Marietta Wealth Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Marietta Wealth Management's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $719K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Marietta Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.