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

OneDigital Investment 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 		$475K Hold
20,283
– – ﹤0.01% 976
2025
Q4 		$477K Buy
20,283
+1,065
+6% +$25K ﹤0.01% 973
2025
Q3 		$450K Hold
19,218
– – ﹤0.01% 981
2025
Q2 		$446K Hold
19,218
– – 0.01% 949
2025
Q1 		$445K Hold
19,218
– – 0.01% 905
2024
Q4 		$448K Hold
19,218
– – 0.01% 934
2024
Q3 		$453K Hold
19,218
– – 0.01% 974
2024
Q2 		$446K Buy
+19,218
New +$447K 0.01% 948

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

OneDigital Investment Advisors's BSMS Position: Q1 2026 in Review

OneDigital Investment Advisors held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q1 2026 at 20,283 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

OneDigital Investment Advisors first reported a position in BSMS in Q2 2024 and has held it in 8 quarters since. The position peaked at $477K in Q4 2025. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

  • OneDigital Investment Advisors held 20,283 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $475K as of Q1 2026.
  • OneDigital Investment Advisors left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #976 holding.
  • OneDigital Investment Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • OneDigital Investment Advisors's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $477K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

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