Wealth Enhancement Advisory Services’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Wealth Enhancement Advisory Services’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	–	Sell	-11,214	Closed	-$264K	–	3613
2025 Q4	$264K	Buy	11,214 +9	+0.1%	+$211	﹤0.01%	3031
2025 Q3	$263K	Sell	11,205 -8,608	-43%	-$201K	﹤0.01%	2897
2025 Q2	$460K	Buy	19,813 +51	+0.3%	+$1.18K	﹤0.01%	2287
2025 Q1	$458K	Buy	19,762 +2,379	+14%	+$55.5K	﹤0.01%	2130
2024 Q4	$406K	Buy	+17,383	New	+$408K	﹤0.01%	2143

Other funds holding BSMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's BSMS Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q1 2026, closing a stake of 11,214 shares — an estimated $264K sold.

Wealth Enhancement Advisory Services first reported a position in BSMS in Q4 2024 and held it in 5 quarters. The position peaked at $460K in Q2 2025. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 11,214 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2026, an estimated $264K.
Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
Wealth Enhancement Advisory Services's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $460K in Q2 2025.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.