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 Q3	$508K	Buy	+22,298	New	+$519K	0.32%	47
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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Horizons Wealth Management's BSMS Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q3 2026: 22,298 shares worth $508K. The stake represents 0.32% of the portfolio and ranks #47 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in BSMS as recently as Q1 2026.

Horizons Wealth Management first reported a position in BSMS in Q2 2022 and has held it in 17 quarters since. 40 funds tracked by Wall St. Rank hold BSMS as of Q3 2026.

Horizons Wealth Management held 22,298 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $508K as of Q3 2026.
Invesco BulletShares 2028 Municipal Bond ETF was a new Horizons Wealth Management position in Q3 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.32% of Horizons Wealth Management's portfolio in Q3 2026, its #47 holding.
Horizons Wealth Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
40 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.