Sound Stewardship’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Sound Stewardship’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 Q3	$282K	Buy	+12,370	New	+$288K	0.11%	63

Other funds holding BSMS

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Horizons Wealth Management Asheville, North Carolina $160M AUM

Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Sound Stewardship's BSMS Position: Q3 2026 in Review

Sound Stewardship opened a new position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q3 2026: 12,370 shares worth $282K. The stake represents 0.11% of the portfolio and ranks #63 among its holdings.

13 funds tracked by Wall St. Rank hold BSMS as of Q3 2026.

Sound Stewardship held 12,370 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $282K as of Q3 2026.
Invesco BulletShares 2028 Municipal Bond ETF was a new Sound Stewardship position in Q3 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.11% of Sound Stewardship's portfolio in Q3 2026, its #63 holding.
13 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.