SWM
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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
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
– – 0.11% 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
– – 0.11% 213
2024
Q1 		$258K Buy
+10,997
New +$259K 0.13% 190

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return