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

Wingate Wealth 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 		$366K Buy
16,716
+119
+0.7% +$2.61K 0.16% 91
2026
Q1 		$362K Buy
16,597
+111
+0.7% +$2.46K 0.19% 91
2025
Q4 		$363K Buy
16,486
+110
+0.7% +$2.42K 0.2% 84
2025
Q3 		$359K Buy
16,376
+119
+0.7% +$2.58K 0.25% 77
2025
Q2 		$350K Buy
16,257
+123
+0.8% +$2.63K 0.31% 77
2025
Q1 		$348K Buy
16,134
+6,963
+76% +$152K 0.4% 68
2024
Q4 		$199K Buy
+9,171
New +$201K 0.2% 96

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

Wingate Wealth Advisors's BSMU Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 0.72% in Q2 2026, buying an estimated $2.61K and bringing the position to 16,716 shares worth $366K. The position accounts for 0.16% of the portfolio, ranked #91.

Wingate Wealth Advisors first reported a position in BSMU in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Wingate Wealth Advisors held 16,716 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $366K as of Q2 2026.
  • Wingate Wealth Advisors bought 119 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $2.61K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.16% of Wingate Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Wingate Wealth Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.