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

Advisornet Financial’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
2025
Q3 		– Sell
-355
Closed -$8.25K – 2250
2025
Q2 		$8.25K Hold
355
– – ﹤0.01% 1534
2025
Q1 		$8.23K Hold
355
– – ﹤0.01% 1475
2024
Q4 		$8.28K Hold
355
– – ﹤0.01% 1368
2024
Q3 		$8.37K Buy
+355
New +$8.31K ﹤0.01% 1457

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Advisornet Financial's BSMS Position: Q3 2025 in Review

Advisornet Financial sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q3 2025, closing a stake of 355 shares — an estimated $8.25K sold.

Advisornet Financial first reported a position in BSMS in Q3 2024 and held it in 4 quarters. The position peaked at $8.37K in Q3 2024. 107 funds tracked by Wall St. Rank hold BSMS as of Q3 2025.

  • Advisornet Financial reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 355 Invesco BulletShares 2028 Municipal Bond ETF shares in Q3 2025, an estimated $8.25K.
  • Advisornet Financial first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2024 and held it in 4 quarters.
  • Advisornet Financial's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $8.37K in Q3 2024.
  • 107 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.