Envision Financial Planning LLC Has $4.31 Million Position in Invesco BulletShares 2030 Municipal Bond ETF (NASDAQ:BSMU)

Envision Financial Planning LLC raised its position in shares of Invesco BulletShares 2030 Municipal Bond ETF (NASDAQ:BSMU) by 2.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 194,461 shares of the company’s stock after purchasing an additional 4,484 shares during the period. Invesco BulletShares 2030 Municipal Bond ETF makes up approximately 2.3% of Envision Financial Planning LLC’s investment portfolio, making the stock its 13th biggest position. Envision Financial Planning LLC owned 3.60% of Invesco BulletShares 2030 Municipal Bond ETF worth $4,307,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Astoria Portfolio Advisors LLC. bought a new position in Invesco BulletShares 2030 Municipal Bond ETF during the 2nd quarter valued at $212,000. Sterling Financial Group Inc. increased its holdings in shares of Invesco BulletShares 2030 Municipal Bond ETF by 18.5% in the second quarter. Sterling Financial Group Inc. now owns 21,146 shares of the company’s stock worth $460,000 after buying an additional 3,300 shares during the period. Bill Few Associates Inc. purchased a new stake in Invesco BulletShares 2030 Municipal Bond ETF during the 2nd quarter valued at $201,000. MONECO Advisors LLC bought a new stake in shares of Invesco BulletShares 2030 Municipal Bond ETF in the 2nd quarter worth approximately $487,000. Finally, Hobbs Group Advisors LLC purchased a new position in shares of Invesco BulletShares 2030 Municipal Bond ETF during the second quarter valued at about $327,000.

Invesco BulletShares 2030 Municipal Bond ETF Price Performance

NASDAQ BSMU opened at $21.95 on Friday. The stock’s fifty day moving average price is $22.01 and its 200-day moving average price is $21.94. Invesco BulletShares 2030 Municipal Bond ETF has a 12 month low of $21.39 and a 12 month high of $22.80.

Invesco BulletShares 2030 Municipal Bond ETF Increases Dividend

The firm also recently declared a monthly dividend, which was paid on Friday, October 25th. Shareholders of record on Monday, October 21st were paid a $0.055 dividend. This represents a $0.66 dividend on an annualized basis and a yield of 3.01%. The ex-dividend date of this dividend was Monday, October 21st. This is a positive change from Invesco BulletShares 2030 Municipal Bond ETF’s previous monthly dividend of $0.05.

About Invesco BulletShares 2030 Municipal Bond ETF

The Invesco BulletShares 2030 Municipal Bond ETF (BSMU) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of investment-grade AMT-Free municipal bonds that mature by the end of 2030. BSMU was launched on Sep 16, 2020 and is managed by Invesco.