Focus Partners Wealth
BSMS icon

Focus Partners Wealth’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Focus Partners Wealth’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
Q1 		$2.56M Buy
109,444
+1,043
+1% +$24.6K ﹤0.01% 1205
2025
Q4 		$2.55M Buy
108,401
+7,853
+8% +$184K ﹤0.01% 1222
2025
Q3 		$2.35M Buy
100,548
+11,883
+13% +$277K ﹤0.01% 967
2025
Q2 		$2.06M Buy
88,665
+8,258
+10% +$190K ﹤0.01% 896
2025
Q1 		$1.86M Buy
80,407
+4,258
+6% +$99.4K ﹤0.01% 864
2024
Q4 		$1.78M Buy
76,149
+3,340
+5% +$78.3K ﹤0.01% 865
2024
Q3 		$1.72M Sell
72,809
-4,688
-6% -$110K 0.01% 807
2024
Q2 		$1.8M Sell
77,497
-7,845
-9% -$183K 0.01% 672
2024
Q1 		$2M Buy
85,342
+31,473
+58% +$742K 0.02% 482
2023
Q4 		$1.28M Buy
+53,869
New +$1.24M 0.02% 412

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Focus Partners Wealth's BSMS Position: Q1 2026 in Review

Focus Partners Wealth increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 0.96% in Q1 2026, buying an estimated $24.6K and bringing the position to 109,444 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Focus Partners Wealth first reported a position in BSMS in Q4 2023 and has held it in 10 quarters since. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

  • Focus Partners Wealth held 109,444 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $2.56M as of Q1 2026.
  • Focus Partners Wealth bought 1,043 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2026, an estimated $24.6K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1205 holding.
  • Focus Partners Wealth first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.