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

Trust Company’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 		$6.41K Hold
307
– – ﹤0.01% 474
2026
Q2 		$6.72K Sell
307
-121
-28% -$2.65K ﹤0.01% 466
2026
Q1 		$9.34K Buy
428
+1
+0.2% +$22 ﹤0.01% 441
2025
Q4 		$9.4K Buy
+427
New +$9.4K ﹤0.01% 435

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
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
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

Trust Company's BSMU Position: Q3 2026 in Review

Trust Company held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q3 2026 at 307 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Trust Company first reported a position in BSMU in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.4K in Q4 2025. 10 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • Trust Company held 307 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $6.41K as of Q3 2026.
  • Trust Company 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 Trust Company's portfolio in Q3 2026, its #474 holding.
  • Trust Company first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $9.4K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.