AA Financial Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

AA Financial Advisors’s Portfolio BSMS Stock Details BSMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$435K	Buy	18,546 +13	+0.1%	+$305	0.05%	158
2026 Q1	$434K	Buy	18,533 +4,253	+30%	+$100K	0.06%	152
2025 Q4	$336K	Buy	14,280 +12	+0.1%	+$281	0.06%	157
2025 Q3	$334K	Buy	14,268 +12	+0.1%	+$280	0.07%	147
2025 Q2	$331K	Buy	14,256 +2,651	+23%	+$61.1K	0.07%	142
2025 Q1	$269K	Buy	11,605 +12	+0.1%	+$280	0.07%	147
2024 Q4	$270K	Buy	+11,593	New	+$272K	0.07%	138

Other funds holding BSMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AA Financial Advisors's BSMS Position: Q2 2026 in Review

AA Financial Advisors increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 0.07% in Q2 2026, buying an estimated $305 and bringing the position to 18,546 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #158.

AA Financial Advisors first reported a position in BSMS in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

AA Financial Advisors held 18,546 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $435K as of Q2 2026.
AA Financial Advisors bought 13 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $305.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.05% of AA Financial Advisors's portfolio in Q2 2026, its #158 holding.
AA Financial Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.