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

Paulson 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
Q3 		$821K Buy
39,306
+5,021
+15% +$108K 0.17% 56
2026
Q2 		$751K Buy
34,285
+14
+0% +$307 0.16% 57
2026
Q1 		$748K Buy
34,271
+21,030
+159% +$465K 0.18% 56
2025
Q4 		$292K Buy
+13,241
New +$291K 0.07% 112

Other funds holding BSMU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Paulson Wealth Management's BSMU Position: Q3 2026 in Review

Paulson Wealth Management increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 15% in Q3 2026, buying an estimated $108K and bringing the position to 39,306 shares worth $821K. The position accounts for 0.17% of the portfolio, ranked #56.

Paulson Wealth Management first reported a position in BSMU in Q4 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • Paulson Wealth Management held 39,306 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $821K as of Q3 2026.
  • Paulson Wealth Management bought 5,021 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2026, an estimated $108K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.17% of Paulson Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Paulson Wealth Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

Based on Paulson Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.