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Steward Partners Investment Advisory’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Steward Partners Investment Advisory’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 		$1.03M Buy
43,956
+7,087
+19% +$167K 0.01% 1153
2025
Q4 		$866K Buy
36,869
+23,558
+177% +$552K ﹤0.01% 1139
2025
Q3 		$312K Buy
13,311
+8,128
+157% +$190K ﹤0.01% 1635
2025
Q2 		$120K Buy
+5,183
New +$119K ﹤0.01% 2001
2021
Q3 		– Sell
-1,068
Closed -$28K – 3184
2021
Q2 		$28K Hold
1,068
– – ﹤0.01% 4375
2021
Q1 		$27.6K Buy
+1,068
New +$27.8K ﹤0.01% 2312

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