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

VestGen 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 		$1.67M Buy
76,274
+11,988
+19% +$263K 0.05% 343
2026
Q1 		$1.41M Sell
64,286
-2,150
-3% -$47.6K 0.04% 383
2025
Q4 		$1.46M Sell
66,436
-7,572
-10% -$167K 0.06% 291
2025
Q3 		$1.62M Sell
74,008
-3,690
-5% -$80.1K 0.05% 284
2025
Q2 		$1.68M Buy
77,698
+6,800
+10% +$145K 0.07% 238
2025
Q1 		$1.53M Buy
+70,898
New +$1.55M 0.07% 243

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

VestGen Advisors's BSMU Position: Q2 2026 in Review

VestGen Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 19% in Q2 2026, buying an estimated $263K and bringing the position to 76,274 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #343.

VestGen Advisors first reported a position in BSMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.68M in Q2 2025. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • VestGen Advisors held 76,274 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $1.67M as of Q2 2026.
  • VestGen Advisors bought 11,988 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $263K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #343 holding.
  • VestGen Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $1.68M in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.