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

Meridian 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	$598K	Hold	27,412	–	–	0.02%	472
2025 Q4	$604K	Buy	27,412 +9,086	+50%	+$200K	0.02%	464
2025 Q3	$402K	Hold	18,326	–	–	0.02%	529
2025 Q2	$394K	Buy	18,326 +5,893	+47%	+$126K	0.02%	504
2025 Q1	$268K	Buy	+12,433	New	+$271K	0.01%	541

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

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

Meridian Wealth Management held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q1 2026 at 27,412 shares worth $598K. The position accounts for 0.02% of the portfolio, ranked #472.

Meridian Wealth Management first reported a position in BSMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $604K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Meridian Wealth Management held 27,412 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $598K as of Q1 2026.
Meridian Wealth Management left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #472 holding.
Meridian Wealth Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
Meridian Wealth Management's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $604K in Q4 2025.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.