SNS Financial Group’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

SNS Financial Group’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	$253K	Buy	+10,805	New	+$253K	﹤0.01%	493

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

SNS Financial Group's BSMS Position: Q2 2026 in Review

SNS Financial Group opened a new position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q2 2026: 10,805 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings.

115 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

SNS Financial Group held 10,805 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $253K as of Q2 2026.
Invesco BulletShares 2028 Municipal Bond ETF was a new SNS Financial Group position in Q2 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up ﹤0.01% of SNS Financial Group's portfolio in Q2 2026, its #493 holding.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.