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Wingate Wealth Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Wingate Wealth Advisors’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 		$363K Buy
15,508
+105
+0.7% +$2.48K 0.19% 87
2025
Q4 		$362K Buy
15,403
+104
+0.7% +$2.44K 0.2% 85
2025
Q3 		$358K Buy
15,299
+109
+0.7% +$2.54K 0.25% 80
2025
Q2 		$353K Buy
15,190
+110
+0.7% +$2.54K 0.31% 74
2025
Q1 		$349K Buy
15,080
+6,501
+76% +$152K 0.4% 66
2024
Q4 		$200K Buy
+8,579
New +$201K 0.2% 93

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Wingate Wealth Advisors's BSMS Position: Q1 2026 in Review

Wingate Wealth Advisors increased its Invesco BulletShares 2028 Municipal Bond ETF (BSMS) stake by 0.68% in Q1 2026, buying an estimated $2.48K and bringing the position to 15,508 shares worth $363K. The position accounts for 0.19% of the portfolio, ranked #87.

Wingate Wealth Advisors first reported a position in BSMS in Q4 2024 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

  • Wingate Wealth Advisors held 15,508 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $363K as of Q1 2026.
  • Wingate Wealth Advisors bought 105 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2026, an estimated $2.48K.
  • Invesco BulletShares 2028 Municipal Bond ETF made up 0.19% of Wingate Wealth Advisors's portfolio in Q1 2026, its #87 holding.
  • Wingate Wealth Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on Wingate Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.