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Intentional Wealth Strategies’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-1,048
Closed -$24.5K – 189
2026
Q1 		$24.5K Buy
+1,048
New +$24.7K 0.02% 240

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
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
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

Intentional Wealth Strategies's BSMS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q2 2026, closing a stake of 1,048 shares — an estimated $24.5K sold.

Intentional Wealth Strategies first reported a position in BSMS in Q1 2026 and held it in 1 quarter. The position peaked at $24.5K in Q1 2026. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 1,048 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $24.5K.
  • Intentional Wealth Strategies first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $24.5K in Q1 2026.
  • 132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.