AssetMark Inc
BSMS icon

AssetMark Inc’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

AssetMark Inc’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
Q3 		– Sell
-7,096
Closed -$166K – 3785
2026
Q2 		$166K Buy
+7,096
New +$166K ﹤0.01% 1491

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AssetMark Inc's BSMS Position: Q3 2026 in Review

AssetMark Inc sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q3 2026, closing a stake of 7,096 shares — an estimated $166K sold.

AssetMark Inc first reported a position in BSMS in Q2 2026 and held it in 1 quarter. The position peaked at $166K in Q2 2026. 67 funds tracked by Wall St. Rank hold BSMS as of Q3 2026.

  • AssetMark Inc reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • AssetMark Inc sold 7,096 Invesco BulletShares 2028 Municipal Bond ETF shares in Q3 2026, an estimated $166K.
  • AssetMark Inc first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2026 and held it in 1 quarter.
  • AssetMark Inc's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $166K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.