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Financial Solutions Advisory Group’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Financial Solutions Advisory Group’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 		$3.3M Buy
140,881
+2,500
+2% +$58.6K 0.42% 37
2026
Q1 		$3.24M Buy
+138,381
New +$3.26M 0.45% 36

Other funds holding BSMS

CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Financial Solutions Advisory Group's BSMS Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 1.8% in Q2 2026, buying an estimated $58.6K and bringing the position to 140,881 shares worth $3.3M. The position accounts for 0.42% of the portfolio, ranked #37.

Financial Solutions Advisory Group first reported a position in BSMS in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • Financial Solutions Advisory Group held 140,881 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $3.3M as of Q2 2026.
  • Financial Solutions Advisory Group bought 2,500 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $58.6K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.42% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #37 holding.
  • Financial Solutions Advisory Group first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.