Carson Wealth (CWM LLC)
BSMS icon

Carson Wealth (CWM LLC)’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Carson Wealth (CWM LLC)’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 		– Sell
-856
Closed -$20K – 5690
2025
Q4 		$20K Hold
856
– – ﹤0.01% 4158
2025
Q3 		$20K Hold
856
– – ﹤0.01% 4111
2025
Q2 		$20K Hold
856
– – ﹤0.01% 3897
2025
Q1 		$20K Sell
856
-428
-33% -$9.99K ﹤0.01% 3659
2024
Q4 		$30K Buy
1,284
+428
+50% +$10K ﹤0.01% 3164
2024
Q3 		$20K Hold
856
– – ﹤0.01% 3343
2024
Q2 		$20K Buy
+856
New +$19.9K ﹤0.01% 3102

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSMS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q1 2026, closing a stake of 856 shares — an estimated $20K sold.

Carson Wealth (CWM LLC) first reported a position in BSMS in Q2 2024 and held it in 7 quarters. The position peaked at $30K in Q4 2024. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 856 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2026, an estimated $20K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2024 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2028 Municipal Bond ETF position peaked at $30K in Q4 2024.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.