Wealthcare Advisory Partners’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Wealthcare Advisory Partners’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	$692K	Hold	29,530	–	–	0.01%	613
2026 Q1	$691K	Hold	29,530	–	–	0.01%	608
2025 Q4	$694K	Hold	29,530	–	–	0.01%	599
2025 Q3	$691K	Hold	29,530	–	–	0.01%	591
2025 Q2	$686K	Buy	29,530 +1,090	+4%	+$25.1K	0.02%	565
2025 Q1	$659K	Hold	28,440	–	–	0.02%	529
2024 Q4	$664K	Buy	+28,440	New	+$667K	0.02%	512

Other funds holding BSMS

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Invariant Investment Management Camp Hill, Pennsylvania $171M AUM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return