TC
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Trust Company’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Trust Company’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 		$6.74K Sell
288
-114
-28% -$2.67K ﹤0.01% 463
2026
Q1 		$9.4K Buy
402
+1
+0.2% +$24 ﹤0.01% 439
2025
Q4 		$9.42K Buy
+401
New +$9.4K ﹤0.01% 434

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
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return