Mission Wealth Management
BSMS icon

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

Mission 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
Q3 		$1.05M Sell
46,246
-17,266
-27% -$402K 0.02% 365
2026
Q2 		$1.49M Buy
63,512
+53,682
+546% +$1.26M 0.02% 367
2026
Q1 		$230K Buy
+9,830
New +$232K ﹤0.01% 672

Other funds holding BSMS

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Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Invariant Investment Management
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Mission Wealth Management's BSMS Position: Q3 2026 in Review

Mission Wealth Management reduced its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 27% in Q3 2026, selling an estimated $402K and leaving 46,246 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #365.

Mission Wealth Management first reported a position in BSMS in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.49M in Q2 2026. 43 funds tracked by Wall St. Rank hold BSMS as of Q3 2026.

  • Mission Wealth Management held 46,246 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $1.05M as of Q3 2026.
  • Mission Wealth Management sold 17,266 Invesco BulletShares 2028 Municipal Bond ETF shares in Q3 2026, an estimated $402K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.02% of Mission Wealth Management's portfolio in Q3 2026, its #365 holding.
  • Mission Wealth Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Mission Wealth Management's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $1.49M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.