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Landaas & Company’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Landaas & Company’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 		$555K Sell
23,663
-4,348
-16% -$102K 0.1% 72
2026
Q1 		$655K Buy
28,011
+4,275
+18% +$101K 0.14% 54
2025
Q4 		$558K Buy
23,736
+9,779
+70% +$229K 0.12% 54
2025
Q3 		$327K Buy
13,957
+5,314
+61% +$124K 0.07% 83
2025
Q2 		$201K Buy
+8,643
New +$199K 0.05% 115

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

Landaas & Company's BSMS Position: Q2 2026 in Review

Landaas & Company reduced its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 16% in Q2 2026, selling an estimated $102K and leaving 23,663 shares worth $555K. The position accounts for 0.1% of the portfolio, ranked #72.

Landaas & Company first reported a position in BSMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $655K in Q1 2026. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • Landaas & Company held 23,663 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $555K as of Q2 2026.
  • Landaas & Company sold 4,348 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $102K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.1% of Landaas & Company's portfolio in Q2 2026, its #72 holding.
  • Landaas & Company first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Landaas & Company's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $655K in Q1 2026.
  • 132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.