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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthcare Advisory Partners's BSMS Position: Q2 2026 in Review

Wealthcare Advisory Partners held its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) position steady in Q2 2026 at 29,530 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #613.

Wealthcare Advisory Partners first reported a position in BSMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $694K in Q4 2025. 132 funds tracked by Wall St. Rank hold BSMS as of Q2 2026.

Wealthcare Advisory Partners held 29,530 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $692K as of Q2 2026.
Wealthcare Advisory Partners left its Invesco BulletShares 2028 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #613 holding.
Wealthcare Advisory Partners first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Wealthcare Advisory Partners's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $694K in Q4 2025.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.