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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF

OSAIC HOLDINGS, INC. holds 169,848 shares of BSMS (INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF), worth $4M as of 2026-Q2. The position was increased (+47.5% shares). BSMS represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$4M

Current Shares

169,848

Total Value Change

+$2.4M

Total Shares Change

+103,800

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
169,848
+47.5%
$4M0.0%$23.38
37
2026-Q1
Increased
115,133
+11.8%
$2.7M0.0%$23.18
29
2025-Q4
Increased
102,973
+22.4%
$2.4M0.0%$23.12
32
2025-Q3
Increased
84,103
+0.3%
$2M0.0%$22.88
26
2025-Q2
Decreased
83,893
-13.5%
$1.9M0.0%$22.54
0
2025-Q1
Increased
96,975
+45.8%
$2.2M0.0%$22.32
35
2024-Q4
Increased
66,518
+0.7%
$1.6M0.0%$22.32
26
2024-Q3
Increased
66,048
+51.2%
$1.6M0.0%$22.40
36

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

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