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Sequoia Financial Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Sequoia Financial 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 		$619K Hold
28,245
– – ﹤0.01% 1205
2026
Q1 		$616K Sell
28,245
-6,980
-20% -$154K ﹤0.01% 1149
2025
Q4 		$776K Buy
+35,225
New +$775K ﹤0.01% 1022

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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 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

Sequoia Financial Advisors's BSMU Position: Q2 2026 in Review

Sequoia Financial Advisors held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q2 2026 at 28,245 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Sequoia Financial Advisors first reported a position in BSMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $776K in Q4 2025. 17 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Sequoia Financial Advisors held 28,245 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $619K as of Q2 2026.
  • Sequoia Financial Advisors left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1205 holding.
  • Sequoia Financial Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $776K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.