Baird Financial Group
BSMS icon

Baird Financial Group’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Baird Financial Group’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 		$650K Buy
27,745
+10,376
+60% +$243K ﹤0.01% 1458
2026
Q1 		$406K Buy
+17,369
New +$409K ﹤0.01% 1537

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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 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

Baird Financial Group's BSMS Position: Q2 2026 in Review

Baird Financial Group increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 60% in Q2 2026, buying an estimated $243K and bringing the position to 27,745 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Baird Financial Group first reported a position in BSMS in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • Baird Financial Group held 27,745 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $650K as of Q2 2026.
  • Baird Financial Group bought 10,376 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $243K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1458 holding.
  • Baird Financial Group first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.