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

Sax 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	$654K	Buy	+29,962	New	+$656K	0.03%	287

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 $104B AUM 28.3% 1-Year Est. Return

AUB

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

Sax Wealth Advisors's BSMU Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2026: 29,962 shares worth $654K. The stake represents 0.03% of the portfolio and ranks #287 among its holdings.

107 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Sax Wealth Advisors held 29,962 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $654K as of Q2 2026.
Invesco BulletShares 2030 Municipal Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #287 holding.
107 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.