HGA
BSMS icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return