Invesco BulletShares 2030 Municipal Bond ETF (BSMU)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
BSMU Chart
Invesco BulletShares 2030 Municipal Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 28,664 | $629,978.48 | $627,884.92 | -$2,093.56 | -0.33% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 14,923 | $325,470.63 | $326,888.31 | $1,417.68 | 0.44% |
 David Hunter Horizons Wealth Management | 25,494 | $558,055.84 | $556,788.96 | -$1,266.88 | -0.23% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 80,344 | $1.74M | $1.76M | $12,710.89 | 0.73% |
 Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 9,194 | $198,406.42 | $201,210.69 | $2,804.27 | 1.41% |
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Invesco BulletShares 2030 Municipal Bond ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The described company is a financial entity focusing on investment strategies specifically geared towards U.S. dollar-denominated investment-grade municipal bonds that are set to mature or, in some cases, have "effective maturities," in the year 2030, referred to as “2030 Bonds.” It employs a strategic approach to investing, where at least 80% of its total assets are allocated towards securities within the underlying index that tracks the performance of these 2030 Bonds. Rather than purchasing every security listed in the index, the fund utilizes a “sampling” methodology. This method enables the fund to seek to achieve its investment objective by selecting a representative sample of securities that closely match the overall investment attributes of the underlying index.
Products and Services
- Investment in 2030 Bonds
This product focuses on investing in a diversified portfolio of U.S. dollar-denominated investment-grade municipal bonds that are set to mature in the year 2030. This includes both bonds that have actual maturities in 2030 and those with “effective maturities” around the same time, termed collectively as “2030 Bonds.” The aim is to provide investors with exposure to fixed income securities that support municipal projects and are considered to be of investment grade, meaning they have a relatively low risk of default.
- Sampling Methodology Investment Strategy
Instead of directly mirroring the underlying index that tracks the performance of 2030 Bonds, the fund employs a “sampling” strategy. Through this approach, it selects a range of securities that closely align with the overall investment characteristics of the index. This method allows for a more efficient management of the portfolio, potentially reducing costs and improving the fund’s ability to match or exceed the performance of the underlying index. The sampling strategy is critical for investors looking for an optimized balance between risk and return within the specific niche of 2030 municipal bonds.
