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Vermillion & White Wealth Management Group’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Vermillion & White Wealth Management 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
Q2 		$698K Buy
29,788
+317
+1% +$7.43K 0.35% 29
2026
Q1 		$689K Buy
29,471
+56
+0.2% +$1.32K 0.4% 28
2025
Q4 		$693K Buy
+29,415
New +$690K 0.38% 28

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vermillion & White Wealth Management Group's BSMS Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 1.1% in Q2 2026, buying an estimated $7.43K and bringing the position to 29,788 shares worth $698K. The position accounts for 0.35% of the portfolio, ranked #29.

Vermillion & White Wealth Management Group first reported a position in BSMS in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

  • Vermillion & White Wealth Management Group held 29,788 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $698K as of Q2 2026.
  • Vermillion & White Wealth Management Group bought 317 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2026, an estimated $7.43K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.35% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #29 holding.
  • Vermillion & White Wealth Management Group first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.