Koss-Olinger Consulting’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Koss-Olinger Consulting’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 Q1	–	Sell	-27,984	Closed	-$658K	–	262
2025 Q4	$658K	Hold	27,984	–	–	0.05%	133
2025 Q3	$650K	Hold	27,984	–	–	0.05%	162
2025 Q2	$650K	Buy	+27,984	New	+$645K	0.05%	164
2024 Q1	–	Sell	-11,698	Closed	-$278K	–	85
2023 Q4	$278K	Hold	11,698	–	–	0.03%	245
2023 Q3	$264K	Buy	11,698 +381	+3%	+$8.82K	0.04%	212
2023 Q2	$264K	Buy	+11,317	New	+$266K	0.03%	206

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Koss-Olinger Consulting's BSMS Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q1 2026, closing a stake of 27,984 shares — an estimated $658K sold.

Koss-Olinger Consulting first reported a position in BSMS in Q2 2023 and held it in 6 quarters. The position peaked at $658K in Q4 2025. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

Koss-Olinger Consulting reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 27,984 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2026, an estimated $658K.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2023 and held it in 6 quarters.
Koss-Olinger Consulting's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $658K in Q4 2025.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.