Precedent Wealth Partners
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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
Q3 		$5M Buy
239,517
+39,835
+20% +$860K 0.77% 35
2026
Q2 		$4.38M Buy
199,682
+13,387
+7% +$293K 0.73% 35
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

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Precedent Wealth Partners's BSMU Position: Q3 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 20% in Q3 2026, buying an estimated $860K and bringing the position to 239,517 shares worth $5M. The position accounts for 0.77% of the portfolio, ranked #35.

Precedent Wealth Partners first reported a position in BSMU in Q4 2023 and has held it in 12 quarters since. 29 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • Precedent Wealth Partners held 239,517 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $5M as of Q3 2026.
  • Precedent Wealth Partners bought 39,835 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2026, an estimated $860K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.77% of Precedent Wealth Partners's portfolio in Q3 2026, its #35 holding.
  • Precedent Wealth Partners first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.