Cetera Investment Advisers’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Cetera Investment Advisers’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	$607K	Sell	25,875 -7,003	-21%	-$164K	﹤0.01%	3517
2026 Q1	$769K	Buy	32,878 +8,248	+33%	+$194K	﹤0.01%	3138
2025 Q4	$579K	Buy	24,630 +5,903	+32%	+$138K	﹤0.01%	3303
2025 Q3	$439K	Buy	18,727 +2,712	+17%	+$63.2K	﹤0.01%	3483
2025 Q2	$372K	Buy	16,015 +1,919	+14%	+$44.2K	﹤0.01%	3206
2025 Q1	$327K	Buy	14,096 +3,962	+39%	+$92.5K	﹤0.01%	3200
2024 Q4	$236K	Buy	10,134 +38	+0.4%	+$891	﹤0.01%	3295
2024 Q3	$238K	Sell	10,096 -813	-7%	-$19K	﹤0.01%	3259
2024 Q2	$253K	Buy	10,909 +39	+0.4%	+$908	﹤0.01%	3187
2024 Q1	$255K	Buy	+10,870	New	+$256K	﹤0.01%	3176

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

Cetera Investment Advisers's BSMS Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 21% in Q2 2026, selling an estimated $164K and leaving 25,875 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #3517.

Cetera Investment Advisers first reported a position in BSMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $769K in Q1 2026. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Cetera Investment Advisers held 25,875 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $607K as of Q2 2026.
Cetera Investment Advisers sold 7,003 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $164K.
Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3517 holding.
Cetera Investment Advisers first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $769K in Q1 2026.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.