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

Hobbs Group 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	$603K	Sell	25,733 -503	-2%	-$11.8K	0.16%	95
2026 Q1	$614K	Buy	26,236 +3,699	+16%	+$87.2K	0.18%	89
2025 Q4	$530K	Buy	22,537 +323	+1%	+$7.57K	0.16%	97
2025 Q3	$520K	Buy	22,214 +3,228	+17%	+$75.3K	0.16%	101
2025 Q2	$441K	Sell	18,986 -16,161	-46%	-$372K	0.15%	102
2025 Q1	$815K	Sell	35,147 -24	-0.1%	-$560	0.31%	66
2024 Q4	$821K	Buy	35,171 +191	+0.5%	+$4.48K	0.31%	64
2024 Q3	$825K	Buy	34,980 +2,574	+8%	+$60.3K	0.3%	59
2024 Q2	$753K	Buy	+32,406	New	+$754K	0.29%	63
2023 Q4	$728K	Buy	+30,653	New	+$704K	0.32%	54

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

Hobbs Group Advisors's BSMS Position: Q2 2026 in Review

Hobbs Group Advisors reduced its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 1.9% in Q2 2026, selling an estimated $11.8K and leaving 25,733 shares worth $603K. The position accounts for 0.16% of the portfolio, ranked #95.

Hobbs Group Advisors first reported a position in BSMS in Q4 2023 and has held it in 10 quarters since. The position peaked at $825K in Q3 2024. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Hobbs Group Advisors held 25,733 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $603K as of Q2 2026.
Hobbs Group Advisors sold 503 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $11.8K.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.16% of Hobbs Group Advisors's portfolio in Q2 2026, its #95 holding.
Hobbs Group Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $825K in Q3 2024.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.