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Atlantic Union Bankshares’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Atlantic Union Bankshares’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 		$6.06M Buy
258,432
+111,223
+76% +$2.61M 0.1% 179
2026
Q1 		$3.44M Buy
147,209
+9,946
+7% +$234K 0.07% 228
2025
Q4 		$3.23M Buy
+137,263
New +$3.22M 0.06% 239

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
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

Atlantic Union Bankshares's BSMS Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 76% in Q2 2026, buying an estimated $2.61M and bringing the position to 258,432 shares worth $6.06M. The position accounts for 0.1% of the portfolio, ranked #179.

Atlantic Union Bankshares first reported a position in BSMS in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • Atlantic Union Bankshares held 258,432 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $6.06M as of Q2 2026.
  • Atlantic Union Bankshares bought 111,223 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $2.61M.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.1% of Atlantic Union Bankshares's portfolio in Q2 2026, its #179 holding.
  • Atlantic Union Bankshares first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.