Plante Moran Financial Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Plante Moran Financial 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	$50.4K	Buy	+2,149	New	+$50.4K	﹤0.01%	351

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

Plante Moran Financial Advisors's BSMS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q2 2026: 2,149 shares worth $50.4K. The stake represents ﹤0.01% of the portfolio and ranks #351 among its holdings.

132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Plante Moran Financial Advisors held 2,149 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $50.4K as of Q2 2026.
Invesco BulletShares 2028 Municipal Bond ETF was a new Plante Moran Financial Advisors position in Q2 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #351 holding.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.