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

Benjamin Edwards 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
2025
Q1 		– Sell
-10,541
Closed -$246K – 1088
2024
Q4 		$246K Buy
10,541
+161
+2% +$3.77K ﹤0.01% 1031
2024
Q3 		$245K Buy
+10,380
New +$243K ﹤0.01% 1010

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Benjamin Edwards Inc's BSMS Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q1 2025, closing a stake of 10,541 shares — an estimated $246K sold.

Benjamin Edwards Inc first reported a position in BSMS in Q3 2024 and held it in 2 quarters. The position peaked at $246K in Q4 2024. 93 funds tracked by Wall St. Rank hold BSMS as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 10,541 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2025, an estimated $246K.
  • Benjamin Edwards Inc first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
  • Benjamin Edwards Inc's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $246K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.