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Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Higgins & Schmidt Wealth Strategies’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
2024
Q4 		– Sell
-9,137
Closed -$215K – 57
2024
Q3 		$215K Buy
+9,137
New +$214K 0.14% 47

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's BSMS Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q4 2024, closing a stake of 9,137 shares — an estimated $215K sold.

Higgins & Schmidt Wealth Strategies first reported a position in BSMS in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 87 funds tracked by Wall St. Rank hold BSMS as of Q4 2024.

  • Higgins & Schmidt Wealth Strategies reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Higgins & Schmidt Wealth Strategies sold 9,137 Invesco BulletShares 2028 Municipal Bond ETF shares in Q4 2024, an estimated $215K.
  • Higgins & Schmidt Wealth Strategies first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • Higgins & Schmidt Wealth Strategies's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $215K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.