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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
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
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 $83.7B AUM 27.22% 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 $1.89B AUM 26.04% 1-Year Est. Return

Coastal Bridge Advisors's BSMS Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 32% in Q1 2026, buying an estimated $79.3K and bringing the position to 13,777 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #369.

Coastal Bridge Advisors first reported a position in BSMS in Q3 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

  • Coastal Bridge Advisors held 13,777 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $322K as of Q1 2026.
  • Coastal Bridge Advisors bought 3,362 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2026, an estimated $79.3K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #369 holding.
  • Coastal Bridge Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.