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

Howard 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 Q2	$607K	Buy	25,905 +855	+3%	+$20K	0.22%	81
2026 Q1	$586K	Buy	25,050 +3,020	+14%	+$71.2K	0.25%	80
2025 Q4	$518K	Buy	22,030 +6,489	+42%	+$152K	0.23%	82
2025 Q3	$364K	Buy	15,541 +755	+5%	+$17.6K	0.17%	91
2025 Q2	$343K	Buy	14,786 +2,076	+16%	+$47.8K	0.17%	89
2025 Q1	$295K	Hold	12,710	–	–	0.16%	95
2024 Q4	$297K	Buy	12,710 +1,965	+18%	+$46.1K	0.16%	95
2024 Q3	$253K	Buy	+10,745	New	+$252K	0.15%	100

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

Howard Wealth Management's BSMS Position: Q2 2026 in Review

Howard Wealth Management increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 3.4% in Q2 2026, buying an estimated $20K and bringing the position to 25,905 shares worth $607K. The position accounts for 0.22% of the portfolio, ranked #81.

Howard Wealth Management 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.

Howard Wealth Management held 25,905 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $607K as of Q2 2026.
Howard Wealth Management bought 855 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $20K.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.22% of Howard Wealth Management's portfolio in Q2 2026, its #81 holding.
Howard Wealth Management 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 Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.