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IFP Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

IFP 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
Q2 		$2.06K Sell
88
-156
-64% -$3.65K ﹤0.01% 4219
2026
Q1 		$5.71K Buy
+244
New +$5.75K ﹤0.01% 3440

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

IFP Advisors's BSMS Position: Q2 2026 in Review

IFP Advisors reduced its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 64% in Q2 2026, selling an estimated $3.65K and leaving 88 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #4219.

IFP Advisors first reported a position in BSMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.71K in Q1 2026. 133 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • IFP Advisors held 88 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $2.06K as of Q2 2026.
  • IFP Advisors sold 156 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $3.65K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4219 holding.
  • IFP Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • IFP Advisors's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $5.71K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.