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

Coastal Bridge 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 Q2	$407K	Buy	17,348 +3,571	+26%	+$83.7K	0.03%	349
2026 Q1	$322K	Buy	13,777 +3,362	+32%	+$79.3K	0.02%	369
2025 Q4	$245K	Buy	10,415 +1,502	+17%	+$35.2K	0.02%	405
2025 Q3	$209K	Buy	+8,913	New	+$208K	0.02%	429

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Coastal Bridge Advisors's BSMS Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 26% in Q2 2026, buying an estimated $83.7K and bringing the position to 17,348 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #349.

Coastal Bridge Advisors first reported a position in BSMS in Q3 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Coastal Bridge Advisors held 17,348 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $407K as of Q2 2026.
Coastal Bridge Advisors bought 3,571 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $83.7K.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #349 holding.
Coastal Bridge Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.