SWA
BSMU icon

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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 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.

17 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.
  • 17 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.