Crews Bank & Trust’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Crews Bank & Trust’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	$200K	Hold	8,535	–	–	0.03%	221
2026 Q1	$200K	Hold	8,535	–	–	0.03%	215
2025 Q4	$201K	Hold	8,535	–	–	0.03%	213
2025 Q3	$200K	Hold	8,535	–	–	0.03%	220
2025 Q2	$198K	Hold	8,535	–	–	0.03%	219
2025 Q1	$198K	Hold	8,535	–	–	0.03%	215
2024 Q4	$199K	Buy	+8,535	New	+$200K	0.03%	209

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

Crews Bank & Trust's BSMS Position: Q2 2026 in Review

Crews Bank & Trust held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q2 2026 at 8,535 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #221.

Crews Bank & Trust first reported a position in BSMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $201K in Q4 2025. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Crews Bank & Trust held 8,535 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $200K as of Q2 2026.
Crews Bank & Trust left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.03% of Crews Bank & Trust's portfolio in Q2 2026, its #221 holding.
Crews Bank & Trust first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $201K in Q4 2025.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.