Precedent Wealth Partners’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Precedent Wealth Partners’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	$4.06M	Buy	186,295 +10,784	+6%	+$239K	0.81%	29
2025 Q4	$3.87M	Buy	175,511 +13,395	+8%	+$295K	0.81%	31
2025 Q3	$3.55M	Buy	162,116 +21,803	+16%	+$473K	0.78%	31
2025 Q2	$3.02M	Buy	140,313 +10,491	+8%	+$224K	0.74%	41
2025 Q1	$2.8M	Buy	129,822 +55,551	+75%	+$1.21M	0.78%	31
2024 Q4	$1.61M	Buy	74,271 +2,878	+4%	+$63.2K	0.53%	51
2024 Q3	$1.58M	Buy	71,393 +12,807	+22%	+$282K	0.52%	48
2024 Q2	$1.28M	Buy	58,586 +8,581	+17%	+$187K	0.51%	49
2024 Q1	$1.11M	Buy	50,005 +12,169	+32%	+$271K	0.48%	50
2023 Q4	$848K	Buy	+37,836	New	+$811K	0.43%	58

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

Precedent Wealth Partners's BSMU Position: Q1 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 6.1% in Q1 2026, buying an estimated $239K and bringing the position to 186,295 shares worth $4.06M. The position accounts for 0.81% of the portfolio, ranked #29.

Precedent Wealth Partners first reported a position in BSMU in Q4 2023 and has held it in 10 quarters since. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Precedent Wealth Partners held 186,295 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $4.06M as of Q1 2026.
Precedent Wealth Partners bought 10,784 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $239K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.81% of Precedent Wealth Partners's portfolio in Q1 2026, its #29 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.