Kestra Advisory Services’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Kestra Advisory Services’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	$348K	Buy	+14,866	New	+$348K	﹤0.01%	2626
2026 Q1	–	Sell	-3,901	Closed	-$91.7K	–	3284
2025 Q4	$91.7K	Buy	+3,901	New	+$91.5K	﹤0.01%	3498

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

Kestra Advisory Services's BSMS Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q2 2026: 14,866 shares worth $348K. The stake represents ﹤0.01% of the portfolio and ranks #2626 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in BSMS as recently as Q4 2025.

Kestra Advisory Services first reported a position in BSMS in Q4 2025 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Kestra Advisory Services held 14,866 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $348K as of Q2 2026.
Invesco BulletShares 2028 Municipal Bond ETF was a new Kestra Advisory Services position in Q2 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2626 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.