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

Creative Planning’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	$375K	Buy	+16,008	New	+$375K	﹤0.01%	3406

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

Creative Planning's BSMS Position: Q2 2026 in Review

Creative Planning opened a new position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q2 2026: 16,008 shares worth $375K. The stake represents ﹤0.01% of the portfolio and ranks #3406 among its holdings.

132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Creative Planning held 16,008 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $375K as of Q2 2026.
Invesco BulletShares 2028 Municipal Bond ETF was a new Creative Planning position in Q2 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3406 holding.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.