HighTower Advisors
BSMS icon

HighTower Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

HighTower Advisors’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 		$4.05M Buy
172,737
+43,037
+33% +$1.01M ﹤0.01% 1373
2026
Q1 		$3.03M Buy
129,700
+12,566
+11% +$296K ﹤0.01% 1471
2025
Q4 		$2.75M Buy
117,134
+59,017
+102% +$1.38M ﹤0.01% 1505
2025
Q3 		$1.36M Buy
58,117
+5,055
+10% +$118K ﹤0.01% 1882
2025
Q2 		$1.23M Buy
53,062
+4,246
+9% +$97.8K ﹤0.01% 1868
2025
Q1 		$1.13M Buy
48,816
+418
+0.9% +$9.76K ﹤0.01% 1882
2024
Q4 		$1.13M Buy
48,398
+9,110
+23% +$214K ﹤0.01% 1879
2024
Q3 		$925K Buy
+39,288
New +$920K ﹤0.01% 1964

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors's BSMS Position: Q2 2026 in Review

HighTower Advisors increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 33% in Q2 2026, buying an estimated $1.01M and bringing the position to 172,737 shares worth $4.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

HighTower Advisors first reported a position in BSMS in Q3 2024 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • HighTower Advisors held 172,737 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $4.05M as of Q2 2026.
  • HighTower Advisors bought 43,037 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $1.01M.
  • Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1373 holding.
  • HighTower Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.