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 Q2	$231K	Buy	9,875 +51	+0.5%	+$1.2K	0.1%	67
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 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

Foundry Financial Group's BSMS Position: Q2 2026 in Review

Foundry Financial Group increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 0.52% in Q2 2026, buying an estimated $1.2K and bringing the position to 9,875 shares worth $231K. The position accounts for 0.1% of the portfolio, ranked #67.

Foundry Financial Group first reported a position in BSMS in Q1 2024 and has held it in 4 quarters since. The position peaked at $247K in Q1 2024. 133 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Foundry Financial Group held 9,875 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $231K as of Q2 2026.
Foundry Financial Group bought 51 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $1.2K.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.1% of Foundry Financial Group's portfolio in Q2 2026, its #67 holding.
Foundry Financial Group first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2024 and has held it in 4 quarters since.
Foundry Financial Group's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $247K in Q1 2024.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.