BCS Wealth Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

BCS Wealth 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 Q3	$323K	Buy	+14,161	New	+$330K	0.06%	218

Other funds holding BSMS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

BCS Wealth Management's BSMS Position: Q3 2026 in Review

BCS Wealth Management opened a new position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q3 2026: 14,161 shares worth $323K. The stake represents 0.06% of the portfolio and ranks #218 among its holdings.

89 funds tracked by Wall St. Rank hold BSMS as of Q3 2026.

BCS Wealth Management held 14,161 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $323K as of Q3 2026.
Invesco BulletShares 2028 Municipal Bond ETF was a new BCS Wealth Management position in Q3 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.06% of BCS Wealth Management's portfolio in Q3 2026, its #218 holding.
89 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.