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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
Q2 		$288K Hold
12,286
– – 0.07% 185
2026
Q1 		$287K Buy
+12,286
New +$290K 0.08% 182

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BridgePort Financial Solutions's BSMS Position: Q2 2026 in Review

BridgePort Financial Solutions held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q2 2026 at 12,286 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #185.

BridgePort Financial Solutions first reported a position in BSMS in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • BridgePort Financial Solutions held 12,286 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $288K as of Q2 2026.
  • BridgePort Financial Solutions left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.07% of BridgePort Financial Solutions's portfolio in Q2 2026, its #185 holding.
  • BridgePort Financial Solutions first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.