CCW
BSMS icon

Coastline Complete Wealth’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Coastline Complete Wealth’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 		$3.9M Buy
166,667
+95,112
+133% +$2.24M 2.42% 13
2025
Q4 		$1.68M Buy
+71,555
New +$1.68M 1.06% 21

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

Coastline Complete Wealth's BSMS Position: Q1 2026 in Review

Coastline Complete Wealth increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 133% in Q1 2026, buying an estimated $2.24M and bringing the position to 166,667 shares worth $3.9M. The position accounts for 2.42% of the portfolio, ranked #13.

Coastline Complete Wealth first reported a position in BSMS in Q4 2025 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

  • Coastline Complete Wealth held 166,667 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $3.9M as of Q1 2026.
  • Coastline Complete Wealth bought 95,112 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2026, an estimated $2.24M.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 2.42% of Coastline Complete Wealth's portfolio in Q1 2026, its #13 holding.
  • Coastline Complete Wealth first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.