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

Mission 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
Q2 		$1.12M Buy
+50,984
New +$1.12M 0.01% 447

Other funds holding BSMU

PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mission Wealth Management's BSMU Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2026: 50,984 shares worth $1.12M. The stake represents 0.01% of the portfolio and ranks #447 among its holdings.

26 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Mission Wealth Management held 50,984 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $1.12M as of Q2 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF was a new Mission Wealth Management position in Q2 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #447 holding.
  • 26 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.