Aptus Capital Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Aptus Capital Advisors’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	$666K	Buy	28,424 +8,841	+45%	+$207K	﹤0.01%	712
2026 Q1	$458K	Buy	19,583 +9,772	+100%	+$230K	﹤0.01%	735
2025 Q4	$231K	Buy	9,811 +66	+0.7%	+$1.55K	﹤0.01%	983
2025 Q3	$228K	Buy	9,745 +70	+0.7%	+$1.63K	﹤0.01%	930
2025 Q2	$225K	Buy	9,675 +70	+0.7%	+$1.61K	﹤0.01%	910
2025 Q1	$223K	Buy	9,605 +970	+11%	+$22.6K	﹤0.01%	856
2024 Q4	$201K	Hold	8,635	–	–	﹤0.01%	890
2024 Q3	$204K	Buy	8,635 +4,269	+98%	+$100K	﹤0.01%	761
2024 Q2	$101K	Hold	4,366	–	–	﹤0.01%	815
2024 Q1	$103K	Buy	+4,366	New	+$103K	﹤0.01%	817

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

Aptus Capital Advisors's BSMS Position: Q2 2026 in Review

Aptus Capital Advisors increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 45% in Q2 2026, buying an estimated $207K and bringing the position to 28,424 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Aptus Capital Advisors first reported a position in BSMS in Q1 2024 and has held it in 10 quarters since. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Aptus Capital Advisors held 28,424 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $666K as of Q2 2026.
Aptus Capital Advisors bought 8,841 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $207K.
Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #712 holding.
Aptus Capital Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.