Sarver Vrooman Wealth Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Sarver Vrooman Wealth 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	$854K	Buy	39,012 +77	+0.2%	+$1.69K	0.51%	7
2026 Q1	$849K	Buy	38,935 +123	+0.3%	+$2.72K	0.52%	8
2025 Q4	$855K	Hold	38,812	–	–	0.54%	7
2025 Q3	$851K	Buy	38,812 +637	+2%	+$13.8K	0.55%	7
2025 Q2	$821K	Hold	38,175	–	–	0.55%	8
2025 Q1	$824K	Buy	+38,175	New	+$833K	0.55%	8

Other funds holding BSMU

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's BSMU Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 0.2% in Q2 2026, buying an estimated $1.69K and bringing the position to 39,012 shares worth $854K. The position accounts for 0.51% of the portfolio, ranked #7.

Sarver Vrooman Wealth Advisors first reported a position in BSMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $855K in Q4 2025. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Sarver Vrooman Wealth Advisors held 39,012 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $854K as of Q2 2026.
Sarver Vrooman Wealth Advisors bought 77 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $1.69K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.51% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Sarver Vrooman Wealth Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $855K in Q4 2025.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.