TF
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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
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

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

TLWM Financial's BSMS Position: Q2 2026 in Review

TLWM Financial held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q2 2026 at 21,897 shares worth $513K. The position accounts for 0.08% of the portfolio, ranked #57.

TLWM Financial first reported a position in BSMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $544K in Q4 2025. 17 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • TLWM Financial held 21,897 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $513K as of Q2 2026.
  • TLWM Financial left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.08% of TLWM Financial's portfolio in Q2 2026, its #57 holding.
  • TLWM Financial first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • TLWM Financial's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $544K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.