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

Silverlake 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	–	Sell	-13,700	Closed	-$321K	–	397
2026 Q1	$321K	Hold	13,700	–	–	0.07%	276
2025 Q4	$322K	Buy	13,700 +1,853	+16%	+$43.4K	0.07%	254
2025 Q3	$277K	Hold	11,847	–	–	0.07%	273
2025 Q2	$275K	Hold	11,847	–	–	0.08%	260
2025 Q1	$275K	Hold	11,847	–	–	0.1%	204
2024 Q4	$276K	Buy	11,847 +850	+8%	+$19.9K	0.11%	209
2024 Q3	$259K	Hold	10,997	–	–	0.1%	223
2024 Q2	$255K	Hold	10,997	–	–	0.1%	213
2024 Q1	$258K	Buy	+10,997	New	+$259K	0.13%	190

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

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

Silverlake Wealth Management sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q2 2026, closing a stake of 13,700 shares — an estimated $321K sold.

Silverlake Wealth Management first reported a position in BSMS in Q1 2024 and held it in 9 quarters. The position peaked at $322K in Q4 2025. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Silverlake Wealth Management reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Silverlake Wealth Management sold 13,700 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $321K.
Silverlake Wealth Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2024 and held it in 9 quarters.
Silverlake Wealth Management's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $322K in Q4 2025.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.