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Clearstead Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Clearstead 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
2026
Q1 		$398K Hold
17,022
– – ﹤0.01% 770
2025
Q4 		$400K Buy
17,022
+4,265
+33% +$100K 0.01% 719
2025
Q3 		$299K Buy
+12,757
New +$297K ﹤0.01% 784

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Clearstead Advisors's BSMS Position: Q1 2026 in Review

Clearstead Advisors held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q1 2026 at 17,022 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Clearstead Advisors first reported a position in BSMS in Q3 2025 and has held it in 3 quarters since. The position peaked at $400K in Q4 2025. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

  • Clearstead Advisors held 17,022 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $398K as of Q1 2026.
  • Clearstead Advisors left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #770 holding.
  • Clearstead Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $400K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.