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

MONECO 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
2026
Q1 		$3.71M Buy
158,601
+20,726
+15% +$489K 0.29% 75
2025
Q4 		$3.24M Buy
137,875
+6,422
+5% +$151K 0.26% 80
2025
Q3 		$3.08M Buy
131,453
+6,350
+5% +$148K 0.26% 84
2025
Q2 		$2.91M Buy
125,103
+32,522
+35% +$749K 0.27% 86
2025
Q1 		$2.15M Buy
92,581
+31,006
+50% +$724K 0.22% 100
2024
Q4 		$1.44M Buy
61,575
+13,979
+29% +$328K 0.15% 143
2024
Q3 		$1.12M Buy
47,596
+14,198
+43% +$333K 0.14% 148
2024
Q2 		$776K Buy
33,398
+19,896
+147% +$463K 0.11% 175
2024
Q1 		$317K Buy
13,502
+574
+4% +$13.5K 0.05% 310
2023
Q4 		$307K Buy
+12,928
New +$297K 0.06% 283

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

MONECO Advisors's BSMS Position: Q1 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 15% in Q1 2026, buying an estimated $489K and bringing the position to 158,601 shares worth $3.71M. The position accounts for 0.29% of the portfolio, ranked #75.

MONECO Advisors first reported a position in BSMS in Q4 2023 and has held it in 10 quarters since. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

  • MONECO Advisors held 158,601 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $3.71M as of Q1 2026.
  • MONECO Advisors bought 20,726 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2026, an estimated $489K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.29% of MONECO Advisors's portfolio in Q1 2026, its #75 holding.
  • MONECO Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.