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

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

Prospera Financial Services's BSMS Position: Q2 2026 in Review

Prospera Financial Services reduced its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 1.6% in Q2 2026, selling an estimated $4.62K and leaving 12,297 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Prospera Financial Services first reported a position in BSMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $292K in Q1 2026. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Prospera Financial Services held 12,297 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $288K as of Q2 2026.
Prospera Financial Services sold 197 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $4.62K.
Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1253 holding.
Prospera Financial Services first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Prospera Financial Services's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $292K in Q1 2026.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.