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 Q2	$1.05M	Buy	44,905 +949	+2%	+$22.2K	0.01%	1265
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 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

Steward Partners Investment Advisory's BSMS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 2.2% in Q2 2026, buying an estimated $22.2K and bringing the position to 44,905 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1265.

Steward Partners Investment Advisory first reported a position in BSMS in Q1 2021 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Steward Partners Investment Advisory held 44,905 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $1.05M as of Q2 2026.
Steward Partners Investment Advisory bought 949 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $22.2K.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1265 holding.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2021 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.