Paulson Wealth Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Paulson Wealth Management’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	$1.38M	Sell	58,752 -951	-2%	-$22.3K	0.29%	39
2026 Q1	$1.4M	Buy	59,703 +18,915	+46%	+$446K	0.33%	33
2025 Q4	$959K	Buy	40,788 +2,348	+6%	+$55K	0.22%	54
2025 Q3	$900K	Buy	38,440 +12,136	+46%	+$283K	0.21%	50
2025 Q2	$611K	Sell	26,304 -2,904	-10%	-$66.9K	0.16%	70
2025 Q1	$677K	Buy	29,208 +2,489	+9%	+$58.1K	0.19%	52
2024 Q4	$623K	Buy	26,719 +8,863	+50%	+$208K	0.17%	61
2024 Q3	$421K	Buy	17,856 +6,475	+57%	+$152K	0.11%	94
2024 Q2	$264K	Buy	+11,381	New	+$265K	0.08%	118

Other funds holding BSMS

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

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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $171M AUM

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Paulson Wealth Management's BSMS Position: Q2 2026 in Review

Paulson Wealth Management reduced its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 1.6% in Q2 2026, selling an estimated $22.3K and leaving 58,752 shares worth $1.38M. The position accounts for 0.29% of the portfolio, ranked #39.

Paulson Wealth Management first reported a position in BSMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q1 2026. 65 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Paulson Wealth Management held 58,752 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $1.38M as of Q2 2026.
Paulson Wealth Management sold 951 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $22.3K.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.29% of Paulson Wealth Management's portfolio in Q2 2026, its #39 holding.
Paulson Wealth Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Paulson Wealth Management's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $1.4M in Q1 2026.
65 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.