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 Q2	$475K	Hold	20,283	–	–	﹤0.01%	1054
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OneDigital Investment Advisors's BSMS Position: Q2 2026 in Review

OneDigital Investment Advisors held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q2 2026 at 20,283 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

OneDigital Investment Advisors first reported a position in BSMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $477K in Q4 2025. 133 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

OneDigital Investment Advisors held 20,283 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $475K as of Q2 2026.
OneDigital Investment Advisors left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1054 holding.
OneDigital Investment Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $477K in Q4 2025.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.