Precedent Wealth Partners’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Precedent Wealth Partners’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	$4.22M	Buy	179,962 +11,940	+7%	+$280K	0.7%	41
2026 Q1	$3.93M	Buy	168,022 +9,956	+6%	+$235K	0.79%	31
2025 Q4	$3.71M	Buy	158,066 +11,768	+8%	+$276K	0.78%	35
2025 Q3	$3.43M	Buy	146,298 +17,628	+14%	+$411K	0.75%	34
2025 Q2	$2.99M	Buy	128,670 +10,005	+8%	+$231K	0.73%	42
2025 Q1	$2.75M	Buy	118,665 +43,745	+58%	+$1.02M	0.76%	33
2024 Q4	$1.75M	Buy	74,920 +4,581	+7%	+$107K	0.57%	42
2024 Q3	$1.66M	Buy	70,339 +11,490	+20%	+$269K	0.55%	42
2024 Q2	$1.37M	Buy	58,849 +9,418	+19%	+$219K	0.55%	42
2024 Q1	$1.16M	Buy	49,431 +11,130	+29%	+$263K	0.5%	44
2023 Q4	$910K	Buy	+38,301	New	+$880K	0.46%	54

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

Precedent Wealth Partners's BSMS Position: Q2 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 7.1% in Q2 2026, buying an estimated $280K and bringing the position to 179,962 shares worth $4.22M. The position accounts for 0.7% of the portfolio, ranked #41.

Precedent Wealth Partners 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.

Precedent Wealth Partners held 179,962 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $4.22M as of Q2 2026.
Precedent Wealth Partners bought 11,940 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $280K.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.7% of Precedent Wealth Partners's portfolio in Q2 2026, its #41 holding.
Precedent Wealth Partners 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 Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.