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NorthAvenue LLC’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

NorthAvenue LLC’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 		$149K Hold
6,785
– – 0.11% 34
2026
Q1 		$148K Buy
6,785
+274
+4% +$6.06K 0.12% 33
2025
Q4 		$143K Buy
+6,511
New +$143K 0.12% 33

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
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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

NorthAvenue LLC's BSMU Position: Q2 2026 in Review

NorthAvenue LLC held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q2 2026 at 6,785 shares worth $149K. The position accounts for 0.11% of the portfolio, ranked #34.

NorthAvenue LLC first reported a position in BSMU in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • NorthAvenue LLC held 6,785 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $149K as of Q2 2026.
  • NorthAvenue LLC left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.11% of NorthAvenue LLC's portfolio in Q2 2026, its #34 holding.
  • NorthAvenue LLC first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.