TLWM Financial
BSMS icon

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

TLWM Financial’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 		$555K Buy
24,342
+2,445
+11% +$57K 0.09% 60
2026
Q2 		$513K Hold
21,897
– – 0.08% 57
2026
Q1 		$512K Sell
21,897
-1,262
-5% -$29.8K 0.09% 58
2025
Q4 		$544K Buy
+23,159
New +$543K 0.1% 55

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

TLWM Financial's BSMS Position: Q3 2026 in Review

TLWM Financial increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 11% in Q3 2026, buying an estimated $57K and bringing the position to 24,342 shares worth $555K. The position accounts for 0.09% of the portfolio, ranked #60.

TLWM Financial first reported a position in BSMS in Q4 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold BSMS as of Q3 2026.

  • TLWM Financial held 24,342 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $555K as of Q3 2026.
  • TLWM Financial bought 2,445 Invesco BulletShares 2028 Municipal Bond ETF shares in Q3 2026, an estimated $57K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.09% of TLWM Financial's portfolio in Q3 2026, its #60 holding.
  • TLWM Financial first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2026.

Based on TLWM Financial's 13F filing for Q3 2026, filed 9 Oct 2026.