SignatureFD
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SignatureFD’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

SignatureFD’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 		$1.05M Hold
50,295
– – 0.01% 445
2026
Q2 		$1.1M Hold
50,295
– – 0.01% 406
2026
Q1 		$1.1M Hold
50,295
– – 0.02% 373
2025
Q4 		$1.11M Buy
50,295
+2,722
+6% +$59.9K 0.02% 355
2025
Q3 		$1.04M Buy
47,573
+27,764
+140% +$603K 0.02% 374
2025
Q2 		$426K Hold
19,809
– – 0.01% 616
2025
Q1 		$427K Buy
+19,809
New +$432K 0.01% 584

Other funds holding BSMU

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 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

SignatureFD's BSMU Position: Q3 2026 in Review

SignatureFD held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q3 2026 at 50,295 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #445.

SignatureFD first reported a position in BSMU in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2025. 30 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • SignatureFD held 50,295 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $1.05M as of Q3 2026.
  • SignatureFD left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of SignatureFD's portfolio in Q3 2026, its #445 holding.
  • SignatureFD first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • SignatureFD's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $1.11M in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.