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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
Q2 		$3.8M Buy
162,305
+3,704
+2% +$86.8K 0.23% 88
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 $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

MONECO Advisors's BSMS Position: Q2 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 2.3% in Q2 2026, buying an estimated $86.8K and bringing the position to 162,305 shares worth $3.8M. The position accounts for 0.23% of the portfolio, ranked #88.

MONECO Advisors first reported a position in BSMS in Q4 2023 and has held it in 11 quarters since. 133 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • MONECO Advisors held 162,305 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $3.8M as of Q2 2026.
  • MONECO Advisors bought 3,704 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $86.8K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.23% of MONECO Advisors's portfolio in Q2 2026, its #88 holding.
  • MONECO Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.