Commonwealth Equity Services
BSMS icon

Commonwealth Equity Services’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Commonwealth Equity Services’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 		$4.62M Sell
197,532
-92
-0% -$2.17K 0.01% 1386
2025
Q4 		$4.64M Sell
197,624
-66,282
-25% -$1.55M 0.01% 1380
2025
Q3 		$6.18M Buy
263,906
+15,469
+6% +$361K 0.01% 1196
2025
Q2 		$5.77M Buy
248,437
+49,955
+25% +$1.15M 0.01% 1222
2025
Q1 		$4.6M Buy
198,482
+3,025
+2% +$70.6K 0.01% 1326
2024
Q4 		$4.56M Buy
195,457
+1,779
+0.9% +$41.7K 0.01% 1291
2024
Q3 		$4.57M Buy
193,678
+25,297
+15% +$593K 0.01% 1280
2024
Q2 		$3.91M Buy
168,381
+5,309
+3% +$124K 0.01% 1333
2024
Q1 		$3.83M Buy
163,072
+19,507
+14% +$460K 0.01% 1346
2023
Q4 		$3.41M Buy
143,565
+88,991
+163% +$2.05M 0.01% 1338
2023
Q3 		$1.23M Buy
54,574
+3,790
+7% +$87.8K ﹤0.01% 1928
2023
Q2 		$1.19M Buy
50,784
+11,036
+28% +$259K ﹤0.01% 1973
2023
Q1 		$940 Buy
+39,748
New +$936K ﹤0.01% 2087

Other funds holding BSMS

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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Raymond James Financial
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Truist Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $1.61B AUM 17.7% 1-Year Est. Return