Cornerstone Wealth Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Cornerstone Wealth Management’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	$1.56M	Buy	66,554 +5,113	+8%	+$120K	0.07%	257
2026 Q1	$1.44M	Buy	61,441 +3,353	+6%	+$79K	0.07%	240
2025 Q4	$1.37M	Buy	58,088 +46,076	+384%	+$1.08M	0.07%	237
2025 Q3	$281K	Sell	12,012 -3,113	-21%	-$72.6K	0.02%	550
2025 Q2	$351K	Buy	+15,125	New	+$349K	0.02%	474

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

AUB

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

Cornerstone Wealth Management's BSMS Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 8.3% in Q2 2026, buying an estimated $120K and bringing the position to 66,554 shares worth $1.56M. The position accounts for 0.07% of the portfolio, ranked #257.

Cornerstone Wealth Management first reported a position in BSMS in Q2 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Cornerstone Wealth Management held 66,554 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $1.56M as of Q2 2026.
Cornerstone Wealth Management bought 5,113 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $120K.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.07% of Cornerstone Wealth Management's portfolio in Q2 2026, its #257 holding.
Cornerstone Wealth Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.