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Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF

STIFEL FINANCIAL CORP holds 79,600 shares of BSMS (INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF), worth $1.9M as of 2026-Q2. The position was increased (+14.4% shares). BSMS represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$1.9M

Current Shares

79,600

Total Value Change

+$550,531

Total Shares Change

+23,820

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
79,600
+14.4%
$1.9M0.0%$23.38
29
2026-Q1
Increased
69,580
+6.4%
$1.6M0.0%$23.18
27
2025-Q4
Increased
65,400
+8.8%
$1.5M0.0%$23.12
28
2025-Q3
Increased
60,093
+7.4%
$1.4M0.0%$22.88
27
2025-Q2
Increased
55,955
+16.0%
$1.3M0.0%$22.54
29
2025-Q1
Decreased
48,223
-4.4%
$1.1M0.0%$22.32
0
2024-Q4
Decreased
50,433
-9.6%
$1.2M0.0%$22.32
0
2024-Q3
Increased
55,780
+385.0%
$1.3M0.0%$22.40
41

Other major holders of BSMS: Steward Partners Investment Advisory, LLC, LPL Financial LLC, MORGAN STANLEY

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