Cambridge Financial Group (Arizona)’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Cambridge Financial Group (Arizona)’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	–	Sell	-14,794	Closed	-$346K	–	161
2026 Q1	$346K	Sell	14,794 -5,571	-27%	-$131K	0.12%	128
2025 Q4	$478K	Hold	20,365	–	–	0.17%	101
2025 Q3	$477K	Buy	+20,365	New	+$475K	0.15%	111

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

Cambridge Financial Group (Arizona)'s BSMS Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q2 2026, closing a stake of 14,794 shares — an estimated $346K sold.

Cambridge Financial Group (Arizona) first reported a position in BSMS in Q3 2025 and held it in 3 quarters. The position peaked at $478K in Q4 2025. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Cambridge Financial Group (Arizona) reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Cambridge Financial Group (Arizona) sold 14,794 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $346K.
Cambridge Financial Group (Arizona) first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
Cambridge Financial Group (Arizona)'s Invesco BulletShares 2028 Municipal Bond ETF position peaked at $478K in Q4 2025.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.