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Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF

LPL Financial LLC holds 525,668 shares of BSMS (INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF), worth $12.3M as of 2026-Q2. The position was increased (+2.8% shares). BSMS represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$12.3M

Current Shares

525,668

Total Value Change

+$6.4M

Total Shares Change

+272,866

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
525,668
+2.8%
$12.3M0.0%$23.38
29
2026-Q1
Increased
511,146
+6.8%
$12M0.0%$23.18
30
2025-Q4
Increased
478,530
+12.0%
$11.2M0.0%$23.12
31
2025-Q3
Increased
427,419
+13.2%
$10M0.0%$22.88
31
2025-Q2
Increased
377,436
+10.3%
$8.8M0.0%$22.54
30
2025-Q1
Increased
342,248
+18.1%
$7.9M0.0%$22.32
32
2024-Q4
Increased
289,780
+14.6%
$6.8M0.0%$22.32
31
2024-Q3
Increased
252,802
+19.3%
$6M0.0%$22.40
32

Other major holders of BSMS: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, Invesco Ltd.

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