MML Investors Services
BSMS icon

MML Investors Services’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

MML Investors Services’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 		$2.56M Buy
109,316
+36,487
+50% +$855K 0.01% 1388
2026
Q1 		$1.7M Sell
72,829
-19,496
-21% -$460K ﹤0.01% 1411
2025
Q4 		$2.17M Buy
92,325
+23,937
+35% +$561K 0.01% 1327
2025
Q3 		$1.6M Sell
68,388
-2,094
-3% -$48.8K ﹤0.01% 1445
2025
Q2 		$1.64M Sell
70,482
-3,886
-5% -$89.5K ﹤0.01% 1367
2025
Q1 		$1.72M Buy
74,368
+24,934
+50% +$582K 0.01% 1260
2024
Q4 		$1.15M Buy
49,434
+3,798
+8% +$89K ﹤0.01% 1414
2024
Q3 		$1.08M Buy
45,636
+1,476
+3% +$34.6K ﹤0.01% 1419
2024
Q2 		$1.03M Buy
44,160
+1,934
+5% +$45K ﹤0.01% 1389
2024
Q1 		$991K Buy
42,226
+2,360
+6% +$55.7K ﹤0.01% 1430
2023
Q4 		$947K Buy
39,866
+13,270
+50% +$305K ﹤0.01% 1408
2023
Q3 		$599K Buy
+26,596
New +$616K ﹤0.01% 1515

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services's BSMS Position: Q2 2026 in Review

MML Investors Services increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 50% in Q2 2026, buying an estimated $855K and bringing the position to 109,316 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #1388.

MML Investors Services first reported a position in BSMS in Q3 2023 and has held it in 12 quarters since. 87 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • MML Investors Services held 109,316 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $2.56M as of Q2 2026.
  • MML Investors Services bought 36,487 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $855K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1388 holding.
  • MML Investors Services first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 87 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.