Midland Wealth Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Midland Wealth Advisors’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
2025 Q2	–	Sell	-12,508	Closed	-$290K	–	176
2025 Q1	$290K	Hold	12,508	–	–	0.02%	156
2024 Q4	$292K	Hold	12,508	–	–	0.02%	162
2024 Q3	$295K	Hold	12,508	–	–	0.02%	167
2024 Q2	$291K	Buy	+12,508	New	+$291K	0.02%	172

Other funds holding BSMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Midland Wealth Advisors's BSMS Position: Q2 2025 in Review

Midland Wealth Advisors sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q2 2025, closing a stake of 12,508 shares — an estimated $290K sold.

Midland Wealth Advisors first reported a position in BSMS in Q2 2024 and held it in 4 quarters. The position peaked at $295K in Q3 2024. 94 funds tracked by Wall St. Rank hold BSMS as of Q2 2025.

Midland Wealth Advisors reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Midland Wealth Advisors sold 12,508 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2025, an estimated $290K.
Midland Wealth Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2024 and held it in 4 quarters.
Midland Wealth Advisors's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $295K in Q3 2024.
94 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2025.

Based on Midland Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.