Advisory Services Network’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Advisory Services Network’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	–	Sell	-2,118	Closed	-$49.6K	–	2500
2026 Q1	$49.6K	Buy	+2,118	New	+$49.9K	﹤0.01%	2629
2024 Q1	–	Sell	-837	Closed	-$19.9K	–	1748
2023 Q4	$19.9K	Buy	+837	New	+$19.2K	﹤0.01%	2530
2023 Q2	–	Sell	-837	Closed	-$19.8K	–	1742
2023 Q1	$19.8K	Buy	837 +128	+18%	+$3.01K	﹤0.01%	2547
2022 Q4	$16.5K	Buy	+709	New	+$16.2K	﹤0.01%	2608

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

Advisory Services Network's BSMS Position: Q2 2026 in Review

Advisory Services Network sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q2 2026, closing a stake of 2,118 shares — an estimated $49.6K sold.

Advisory Services Network first reported a position in BSMS in Q4 2022 and held it in 4 quarters. The position peaked at $49.6K in Q1 2026. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Advisory Services Network reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 2,118 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $49.6K.
Advisory Services Network first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
Advisory Services Network's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $49.6K in Q1 2026.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.