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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 133 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.
133 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.