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

TLWM Financial’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 		$523K Hold
23,845
– – 0.09% 54
2026
Q1 		$520K Sell
23,845
-168
-0.7% -$3.72K 0.09% 55
2025
Q4 		$529K Buy
24,013
+100
+0.4% +$2.2K 0.1% 57
2025
Q3 		$524K Sell
23,913
-203
-0.8% -$4.41K 0.09% 61
2025
Q2 		$518K Hold
24,116
– – 0.1% 61
2025
Q1 		$520K Buy
24,116
+137
+0.6% +$2.99K 0.1% 66
2024
Q4 		$521K Buy
23,979
+759
+3% +$16.7K 0.1% 64
2024
Q3 		$514K Sell
23,220
-1,002
-4% -$22.1K 0.1% 62
2024
Q2 		$527K Hold
24,222
– – 0.11% 62
2024
Q1 		$536K Buy
24,222
+1,108
+5% +$24.7K 0.12% 61
2023
Q4 		$518K Buy
+23,114
New +$495K 0.12% 58

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

TLWM Financial's BSMU Position: Q2 2026 in Review

TLWM Financial held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q2 2026 at 23,845 shares worth $523K. The position accounts for 0.09% of the portfolio, ranked #54.

TLWM Financial first reported a position in BSMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $536K in Q1 2024. 17 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • TLWM Financial held 23,845 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $523K as of Q2 2026.
  • TLWM Financial left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.09% of TLWM Financial's portfolio in Q2 2026, its #54 holding.
  • TLWM Financial first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • TLWM Financial's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $536K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.