Cambridge Investment Research Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Cambridge Investment Research Advisors’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
2024 Q3	–	Sell	-9,874	Closed	-$229K	–	3424
2024 Q2	$229K	Buy	9,874 +46	+0.5%	+$1.07K	﹤0.01%	2922
2024 Q1	$231K	Buy	9,828 +43	+0.4%	+$1.01K	﹤0.01%	2905
2023 Q4	$232K	Buy	+9,785	New	+$225K	﹤0.01%	2802
2023 Q3	–	Sell	-9,825	Closed	-$230K	–	3155
2023 Q2	$230K	Buy	+9,825	New	+$231K	﹤0.01%	2758

Other funds holding BSMS

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors's BSMS Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q3 2024, closing a stake of 9,874 shares — an estimated $229K sold.

Cambridge Investment Research Advisors first reported a position in BSMS in Q2 2023 and held it in 4 quarters. The position peaked at $232K in Q4 2023. 72 funds tracked by Wall St. Rank hold BSMS as of Q3 2024.

Cambridge Investment Research Advisors reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Cambridge Investment Research Advisors sold 9,874 Invesco BulletShares 2028 Municipal Bond ETF shares in Q3 2024, an estimated $229K.
Cambridge Investment Research Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2023 and held it in 4 quarters.
Cambridge Investment Research Advisors's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $232K in Q4 2023.
72 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.