HUB Investment Partners’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

HUB Investment Partners’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	$716K	Buy	30,540 +7,684	+34%	+$180K	0.01%	556
2026 Q1	$535K	Buy	+22,856	New	+$539K	0.01%	543
2025 Q4	–	Sell	-8,601	Closed	-$201K	–	971
2025 Q3	$201K	Buy	+8,601	New	+$201K	0.01%	704
2024 Q4	–	Sell	-11,794	Closed	-$278K	–	608
2024 Q3	$278K	Buy	+11,794	New	+$276K	0.01%	398

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

HUB Investment Partners's BSMS Position: Q2 2026 in Review

HUB Investment Partners increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 34% in Q2 2026, buying an estimated $180K and bringing the position to 30,540 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #556.

HUB Investment Partners first reported a position in BSMS in Q3 2024 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

HUB Investment Partners held 30,540 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $716K as of Q2 2026.
HUB Investment Partners bought 7,684 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $180K.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #556 holding.
HUB Investment Partners first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2024 and has held it in 4 quarters since.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.