Diversify Wealth Management
BSMS icon

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

Diversify 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
Q3 		$346K Buy
+15,000
New +$349K 0.01% 1046

Other funds holding BSMS

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Invariant Investment Management
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Diversify Wealth Management's BSMS Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q3 2026: 15,000 shares worth $346K. The stake represents 0.01% of the portfolio and ranks #1046 among its holdings.

43 funds tracked by Wall St. Rank hold BSMS as of Q3 2026.

  • Diversify Wealth Management held 15,000 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $346K as of Q3 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF was a new Diversify Wealth Management position in Q3 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1046 holding.
  • 43 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.