Truist Financial
BSMS icon

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

Truist 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
Q1 		$7.05M Buy
301,233
+2,389
+0.8% +$56.3K 0.01% 721
2025
Q4 		$7.02M Buy
298,844
+4,231
+1% +$99.2K 0.01% 723
2025
Q3 		$6.9M Buy
+294,613
New +$6.87M 0.01% 743

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $377B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $1.62B AUM 17.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Truist Financial's BSMS Position: Q1 2026 in Review

Truist Financial increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 0.8% in Q1 2026, buying an estimated $56.3K and bringing the position to 301,233 shares worth $7.05M. The position accounts for 0.01% of the portfolio, ranked #721.

Truist Financial first reported a position in BSMS in Q3 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

  • Truist Financial held 301,233 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $7.05M as of Q1 2026.
  • Truist Financial bought 2,389 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2026, an estimated $56.3K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #721 holding.
  • Truist Financial first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.