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Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF

ENVESTNET ASSET MANAGEMENT INC holds 137,943 shares of BSMS (INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF), worth $3.2M as of 2026-Q2. The position was increased (+7.3% shares). BSMS represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$3.2M

Current Shares

137,943

Total Value Change

+$1.1M

Total Shares Change

+46,507

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
137,943
+7.3%
$3.2M0.0%$23.38
28
2026-Q1
Increased
128,496
+4.3%
$3M0.0%$23.18
28
2025-Q4
Increased
123,246
+7.1%
$2.9M0.0%$23.12
28
2025-Q3
Decreased
115,062
-1.7%
$2.7M0.0%$22.88
0
2025-Q2
Decreased
117,075
-18.5%
$2.7M0.0%$22.54
0
2025-Q1
Increased
143,631
+16.1%
$3.3M0.0%$22.32
31
2024-Q4
Increased
123,672
+35.3%
$2.9M0.0%$22.32
34
2024-Q3
Increased
91,436
+11.0%
$2.2M0.0%$22.40
29

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

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