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Creative Financial Designs’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Creative Financial Designs’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
2025
Q1 		– Sell
-862
Closed -$20.1K – 2059
2024
Q4 		$20.1K Buy
862
+6
+0.7% +$141 ﹤0.01% 1050
2024
Q3 		$20.2K Buy
+856
New +$20K ﹤0.01% 1027

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Financial Designs's BSMS Position: Q1 2025 in Review

Creative Financial Designs sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q1 2025, closing a stake of 862 shares — an estimated $20.1K sold.

Creative Financial Designs first reported a position in BSMS in Q3 2024 and held it in 2 quarters. The position peaked at $20.2K in Q3 2024. 93 funds tracked by Wall St. Rank hold BSMS as of Q1 2025.

  • Creative Financial Designs reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Financial Designs sold 862 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2025, an estimated $20.1K.
  • Creative Financial Designs first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
  • Creative Financial Designs's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $20.2K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.