Meridian Wealth Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Meridian Wealth Management’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	$629K	Hold	26,834	–	–	0.02%	481
2026 Q1	$628K	Hold	26,834	–	–	0.02%	457
2025 Q4	$631K	Buy	26,834 +4,258	+19%	+$99.8K	0.02%	447
2025 Q3	$529K	Hold	22,576	–	–	0.02%	459
2025 Q2	$524K	Hold	22,576	–	–	0.02%	435
2025 Q1	$523K	Buy	22,576 +5,324	+31%	+$124K	0.03%	404
2024 Q4	$402K	Hold	17,252	–	–	0.02%	464
2024 Q3	$407K	Buy	17,252 +4,465	+35%	+$105K	0.02%	454
2024 Q2	$297K	Buy	+12,787	New	+$298K	0.04%	236

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

Meridian Wealth Management's BSMS Position: Q2 2026 in Review

Meridian Wealth Management held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q2 2026 at 26,834 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #481.

Meridian Wealth Management first reported a position in BSMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $631K in Q4 2025. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Meridian Wealth Management held 26,834 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $629K as of Q2 2026.
Meridian Wealth Management left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #481 holding.
Meridian Wealth Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Meridian Wealth Management's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $631K in Q4 2025.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.