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Bill Few Associates’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Bill Few Associates’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 		$301K Hold
12,836
– – 0.06% 186
2026
Q1 		$300K Hold
12,836
– – 0.07% 167
2025
Q4 		$302K Hold
12,836
– – 0.07% 158
2025
Q3 		$301K Sell
12,836
-4,306
-25% -$100K 0.08% 154
2025
Q2 		$398K Hold
17,142
– – 0.11% 127
2025
Q1 		$397K Hold
17,142
– – 0.14% 114
2024
Q4 		$400K Hold
17,142
– – 0.14% 111
2024
Q3 		$404K Hold
17,142
– – 0.14% 115
2024
Q2 		$398K Buy
17,142
+4,305
+34% +$100K 0.15% 114
2024
Q1 		$301K Buy
12,837
+1,690
+15% +$39.9K 0.12% 127
2023
Q4 		$265K Buy
+11,147
New +$256K 0.12% 128

Other funds holding BSMS

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bill Few Associates's BSMS Position: Q2 2026 in Review

Bill Few Associates held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q2 2026 at 12,836 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #186.

Bill Few Associates first reported a position in BSMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $404K in Q3 2024. 17 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • Bill Few Associates held 12,836 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $301K as of Q2 2026.
  • Bill Few Associates left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.06% of Bill Few Associates's portfolio in Q2 2026, its #186 holding.
  • Bill Few Associates first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Bill Few Associates's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $404K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.