Freedom Investment Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Freedom Investment Management’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
2025 Q3	–	Sell	-12,047	Closed	-$280K	–	232
2025 Q2	$280K	Sell	12,047 -568	-5%	-$13.1K	0.02%	613
2025 Q1	$292K	Sell	12,615 -246	-2%	-$5.74K	0.02%	601
2024 Q4	$300K	Buy	+12,861	New	+$302K	0.02%	595
2022 Q4	–	Sell	-10,006	Closed	-$223K	–	715
2022 Q3	$223K	Buy	10,006 +238	+2%	+$5.57K	0.03%	645
2022 Q2	$227K	Sell	9,768 -713	-7%	-$16.7K	0.02%	656
2022 Q1	$254K	Buy	10,481 +69	+0.7%	+$1.74K	0.02%	660
2021 Q4	$273K	Sell	10,412 -987	-9%	-$25.8K	0.02%	706
2021 Q3	$297K	Buy	+11,399	New	+$301K	0.02%	639

Other funds holding BSMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Freedom Investment Management's BSMS Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q3 2025, closing a stake of 12,047 shares — an estimated $280K sold.

Freedom Investment Management first reported a position in BSMS in Q3 2021 and held it in 8 quarters. The position peaked at $300K in Q4 2024. 107 funds tracked by Wall St. Rank hold BSMS as of Q3 2025.

Freedom Investment Management reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 12,047 Invesco BulletShares 2028 Municipal Bond ETF shares in Q3 2025, an estimated $280K.
Freedom Investment Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2021 and held it in 8 quarters.
Freedom Investment Management's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $300K in Q4 2024.
107 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.