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

Foundry Financial 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
Q1 		$230K Buy
+9,824
New +$232K 0.11% 60
2024
Q4 		– Sell
-8,491
Closed -$200K – 61
2024
Q3 		$200K Buy
+8,491
New +$199K 0.13% 60
2024
Q2 		– Sell
-10,533
Closed -$247K – 58
2024
Q1 		$247K Buy
+10,533
New +$248K 0.18% 50

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

Foundry Financial Group's BSMS Position: Q1 2026 in Review

Foundry Financial Group opened a new position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q1 2026: 9,824 shares worth $230K. The stake represents 0.11% of the portfolio and ranks #60 among its holdings. This is a return to the name: Foundry Financial Group previously reported a position in BSMS as recently as Q3 2024.

Foundry Financial Group first reported a position in BSMS in Q1 2024 and has held it in 3 quarters since. The position peaked at $247K in Q1 2024. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

  • Foundry Financial Group held 9,824 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $230K as of Q1 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF was a new Foundry Financial Group position in Q1 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.11% of Foundry Financial Group's portfolio in Q1 2026, its #60 holding.
  • Foundry Financial Group first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • Foundry Financial Group's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $247K in Q1 2024.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.