Nestegg Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Nestegg Advisors’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	$260K	Sell	11,874 -11,501	-49%	-$252K	0.18%	48
2026 Q1	$510K	Sell	23,375 -1,594	-6%	-$35.3K	0.45%	28
2025 Q4	$550K	Sell	24,969 -216	-0.9%	-$4.75K	0.47%	27
2025 Q3	$552K	Buy	25,185 +3,793	+18%	+$82.3K	0.49%	27
2025 Q2	$460K	Buy	21,392 +4,041	+23%	+$86.3K	0.44%	30
2025 Q1	$374K	Buy	17,351 +6,661	+62%	+$145K	0.4%	31
2024 Q4	$233K	Buy	+10,690	New	+$235K	0.24%	42

Other funds holding BSMU

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Nestegg Advisors's BSMU Position: Q2 2026 in Review

Nestegg Advisors reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 49% in Q2 2026, selling an estimated $252K and leaving 11,874 shares worth $260K. The position accounts for 0.18% of the portfolio, ranked #48.

Nestegg Advisors first reported a position in BSMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $552K in Q3 2025. 17 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Nestegg Advisors held 11,874 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $260K as of Q2 2026.
Nestegg Advisors sold 11,501 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $252K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.18% of Nestegg Advisors's portfolio in Q2 2026, its #48 holding.
Nestegg Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Nestegg Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $552K in Q3 2025.
17 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.