AWM
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Accurate Wealth Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Accurate Wealth Management’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 		$1.02M Buy
43,532
+6,923
+19% +$162K 0.1% 221
2026
Q1 		$860K Buy
36,609
+5,949
+19% +$140K 0.1% 217
2025
Q4 		$723K Buy
30,660
+20,919
+215% +$490K 0.09% 229
2025
Q3 		$229K Buy
+9,741
New +$227K 0.03% 457

Other funds holding BSMS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Accurate Wealth Management's BSMS Position: Q2 2026 in Review

Accurate Wealth Management increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 19% in Q2 2026, buying an estimated $162K and bringing the position to 43,532 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #221.

Accurate Wealth Management first reported a position in BSMS in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • Accurate Wealth Management held 43,532 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $1.02M as of Q2 2026.
  • Accurate Wealth Management bought 6,923 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $162K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.1% of Accurate Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Accurate Wealth Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.