Prospera Financial Services’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Prospera Financial Services’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	$288K	Sell	12,297 -197	-2%	-$4.62K	﹤0.01%	1253
2026 Q1	$292K	Buy	12,494 +1,427	+13%	+$33.6K	﹤0.01%	1213
2025 Q4	$260K	Hold	11,067	–	–	﹤0.01%	1194
2025 Q3	$259K	Buy	11,067 +150	+1%	+$3.5K	﹤0.01%	1200
2025 Q2	$254K	Hold	10,917	–	–	﹤0.01%	1170
2025 Q1	$253K	Buy	+10,917	New	+$255K	0.01%	1049

Other funds holding BSMS

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Invariant Investment Management Camp Hill, Pennsylvania $171M AUM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return