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

Kestra Private Wealth 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 		$241K Sell
10,260
-1,726
-14% -$40.4K ﹤0.01% 1600
2026
Q1 		$280K Buy
+11,986
New +$283K ﹤0.01% 1487

Other funds holding BSMS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Kestra Private Wealth Services's BSMS Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 14% in Q2 2026, selling an estimated $40.4K and leaving 10,260 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Kestra Private Wealth Services first reported a position in BSMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $280K in Q1 2026. 52 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • Kestra Private Wealth Services held 10,260 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $241K as of Q2 2026.
  • Kestra Private Wealth Services sold 1,726 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $40.4K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1600 holding.
  • Kestra Private Wealth Services first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Kestra Private Wealth Services's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $280K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

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