Wedmont Private Capital
BSMS icon

Wedmont Private Capital’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Wedmont Private Capital’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
Q3 		– Sell
-30,433
Closed -$712K – 1024
2026
Q2 		$712K Buy
+30,433
New +$713K 0.02% 445

Other funds holding BSMS

IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CW
Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's BSMS Position: Q3 2026 in Review

Wedmont Private Capital sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q3 2026, closing a stake of 30,433 shares — an estimated $712K sold.

Wedmont Private Capital first reported a position in BSMS in Q2 2026 and held it in 1 quarter. The position peaked at $712K in Q2 2026. 13 funds tracked by Wall St. Rank hold BSMS as of Q3 2026.

  • Wedmont Private Capital reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 30,433 Invesco BulletShares 2028 Municipal Bond ETF shares in Q3 2026, an estimated $712K.
  • Wedmont Private Capital first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q2 2026 and held it in 1 quarter.
  • Wedmont Private Capital's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $712K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.