Larson Financial Group’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Larson Financial Group’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	$127K	Hold	5,419	–	–	﹤0.01%	1058
2026 Q1	$127K	Hold	5,419	–	–	﹤0.01%	888
2025 Q4	$127K	Hold	5,419	–	–	﹤0.01%	846
2025 Q3	$127K	Hold	5,419	–	–	﹤0.01%	820
2025 Q2	$126K	Hold	5,419	–	–	0.01%	774
2025 Q1	$126K	Buy	+5,419	New	+$127K	0.01%	737

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

Larson Financial Group's BSMS Position: Q2 2026 in Review

Larson Financial Group held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q2 2026 at 5,419 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Larson Financial Group first reported a position in BSMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $127K in Q4 2025. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Larson Financial Group held 5,419 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $127K as of Q2 2026.
Larson Financial Group left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1058 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Larson Financial Group's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $127K in Q4 2025.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.