First Command Advisory Services’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

First Command Advisory Services’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	$163K	Sell	6,934 -12,448	-64%	-$292K	﹤0.01%	220
2026 Q1	$453K	Buy	19,382 +7,503	+63%	+$177K	﹤0.01%	145
2025 Q4	$279K	Sell	11,879 -12,376	-51%	-$290K	﹤0.01%	155
2025 Q3	$568K	Buy	24,255 +1,683	+7%	+$39.2K	﹤0.01%	121
2025 Q2	$524K	Buy	22,572 +1,021	+5%	+$23.5K	﹤0.01%	119
2025 Q1	$499K	Buy	21,551 +1,047	+5%	+$24.4K	﹤0.01%	115
2024 Q4	$478K	Buy	20,504 +16,120	+368%	+$378K	﹤0.01%	124
2024 Q3	$103K	Buy	4,384 +650	+17%	+$15.2K	﹤0.01%	227
2024 Q2	$86.7K	Buy	3,734 +1,584	+74%	+$36.9K	﹤0.01%	226
2024 Q1	$50.5K	Buy	+2,150	New	+$50.7K	﹤0.01%	255

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

First Command Advisory Services's BSMS Position: Q2 2026 in Review

First Command Advisory Services reduced its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 64% in Q2 2026, selling an estimated $292K and leaving 6,934 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

First Command Advisory Services first reported a position in BSMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $568K in Q3 2025. 133 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

First Command Advisory Services held 6,934 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $163K as of Q2 2026.
First Command Advisory Services sold 12,448 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $292K.
Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #220 holding.
First Command Advisory Services first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
First Command Advisory Services's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $568K in Q3 2025.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.