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BridgePort Financial Solutions’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

BridgePort Financial Solutions’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
Q1 		$287K Buy
+12,286
New +$290K 0.08% 182

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

BridgePort Financial Solutions's BSMS Position: Q1 2026 in Review

BridgePort Financial Solutions opened a new position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q1 2026: 12,286 shares worth $287K. The stake represents 0.08% of the portfolio and ranks #182 among its holdings.

129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

  • BridgePort Financial Solutions held 12,286 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $287K as of Q1 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF was a new BridgePort Financial Solutions position in Q1 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.08% of BridgePort Financial Solutions's portfolio in Q1 2026, its #182 holding.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.