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

StoneX 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 Q1	–	Sell	-14,462	Closed	-$340K	–	950
2025 Q4	$340K	Sell	14,462 -3,987	-22%	-$93.5K	0.01%	652
2025 Q3	$432K	Sell	18,449 -3,875	-17%	-$90.4K	0.02%	584
2025 Q2	$519K	Sell	22,324 -5,790	-21%	-$133K	0.03%	492
2025 Q1	$652K	Buy	28,114 +1,064	+4%	+$24.8K	0.04%	396
2024 Q4	$631K	Buy	+27,050	New	+$634K	0.03%	404

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBT

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

KCM

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

StoneX Group's BSMS Position: Q1 2026 in Review

StoneX Group sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q1 2026, closing a stake of 14,462 shares — an estimated $340K sold.

StoneX Group first reported a position in BSMS in Q4 2024 and held it in 5 quarters. The position peaked at $652K in Q1 2025. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

StoneX Group reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 14,462 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2026, an estimated $340K.
StoneX Group first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
StoneX Group's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $652K in Q1 2025.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.