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

Sound Stewardship’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 		$277K Buy
+13,252
New +$286K 0.11% 66

Other funds holding BSMU

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Sound Stewardship's BSMU Position: Q3 2026 in Review

Sound Stewardship opened a new position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q3 2026: 13,252 shares worth $277K. The stake represents 0.11% of the portfolio and ranks #66 among its holdings.

10 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • Sound Stewardship held 13,252 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $277K as of Q3 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF was a new Sound Stewardship position in Q3 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.11% of Sound Stewardship's portfolio in Q3 2026, its #66 holding.
  • 10 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.