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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
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

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

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

Mission Wealth Management increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 546% in Q2 2026, buying an estimated $1.26M and bringing the position to 63,512 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #367.

Mission Wealth Management first reported a position in BSMS in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • Mission Wealth Management held 63,512 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $1.49M as of Q2 2026.
  • Mission Wealth Management bought 53,682 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $1.26M.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Mission Wealth Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.