Horizons Wealth Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Horizons Wealth 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
2026 Q1	$504K	Hold	21,537	–	–	0.33%	46
2025 Q4	$506K	Buy	21,537 +1,486	+7%	+$34.8K	0.33%	46
2025 Q3	$469K	Buy	20,051 +35	+0.2%	+$816	0.32%	45
2025 Q2	$465K	Buy	20,016 +579	+3%	+$13.3K	0.33%	43
2025 Q1	$450K	Hold	19,437	–	–	0.34%	40
2024 Q4	$453K	Buy	19,437 +545	+3%	+$12.8K	0.35%	42
2024 Q3	$445K	Hold	18,892	–	–	0.34%	39
2024 Q2	$442K	Sell	18,892 -27	-0.1%	-$629	0.35%	38
2024 Q1	$449K	Hold	18,919	–	–	0.29%	39
2023 Q4	$449K	Buy	18,919 +1,196	+7%	+$27.5K	0.29%	39
2023 Q3	$399K	Buy	17,723 +3,153	+22%	+$73K	0.29%	42
2023 Q2	$341K	Buy	14,570 +2,447	+20%	+$57.4K	0.24%	48
2023 Q1	$287K	Buy	12,123 +2,382	+24%	+$56.1K	0.21%	49
2022 Q4	$226K	Buy	9,741 +7,515	+338%	+$172K	0.18%	55
2022 Q3	$50K	Hold	2,226	–	–	0.05%	76
2022 Q2	$53K	Buy	+2,226	New	+$52.1K	0.04%	79

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

KCM

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

Horizons Wealth Management's BSMS Position: Q1 2026 in Review

Horizons Wealth Management held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q1 2026 at 21,537 shares worth $504K. The position accounts for 0.33% of the portfolio, ranked #46.

Horizons Wealth Management first reported a position in BSMS in Q2 2022 and has held it in 16 quarters since. The position peaked at $506K in Q4 2025. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

Horizons Wealth Management held 21,537 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $504K as of Q1 2026.
Horizons Wealth Management left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.33% of Horizons Wealth Management's portfolio in Q1 2026, its #46 holding.
Horizons Wealth Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $506K in Q4 2025.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.