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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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 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: Q1 2026 in Review

Anchor Investment Management increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 81% in Q1 2026, buying an estimated $288K and bringing the position to 27,200 shares worth $636K. The position accounts for 0.05% of the portfolio, ranked #245.

Anchor Investment Management first reported a position in BSMS in Q2 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

  • Anchor Investment Management held 27,200 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $636K as of Q1 2026.
  • Anchor Investment Management bought 12,200 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2026, an estimated $288K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.05% of Anchor Investment Management's portfolio in Q1 2026, its #245 holding.
  • Anchor Investment Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.