Anchor Investment Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Anchor Investment 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	$977K	Buy	41,700 +14,500	+53%	+$340K	0.07%	194
2026 Q1	$636K	Buy	27,200 +12,200	+81%	+$288K	0.05%	245
2025 Q4	$353K	Buy	15,000 +7,500	+100%	+$176K	0.03%	301
2025 Q3	$176K	Buy	7,500 +2,500	+50%	+$58.3K	0.01%	404
2025 Q2	$116K	Buy	+5,000	New	+$115K	0.01%	450

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Anchor Investment Management's BSMS Position: Q2 2026 in Review

Anchor Investment Management increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 53% in Q2 2026, buying an estimated $340K and bringing the position to 41,700 shares worth $977K. The position accounts for 0.07% of the portfolio, ranked #194.

Anchor Investment Management first reported a position in BSMS in Q2 2025 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Anchor Investment Management held 41,700 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $977K as of Q2 2026.
Anchor Investment Management bought 14,500 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $340K.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.07% of Anchor Investment Management's portfolio in Q2 2026, its #194 holding.
Anchor Investment Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.