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BSMSBSMS
8 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF

Steward Partners Investment Advisory, LLC holds 44,905 shares of BSMS (INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF), worth $1.1M as of 2026-Q2. The position was increased (+2.2% shares). BSMS represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.1M

Current Shares

44,905

Total Value Change

-$26.6M

Total Shares Change

+42,769

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
44,905
+2.2%
$1.1M0.0%$23.38
26
2026-Q1
Increased
43,956
+19.2%
$1M0.0%$23.18
30
2025-Q4
Increased
36,869
+177.0%
$866,4260.0%$23.12
40
2025-Q3
Increased
13,311
+156.8%
$311,6870.0%$22.88
38
2025-Q2
New
5,183
-
$120,4110.0%$22.54
30
2021-Q3
Exited
0
-100.0%
$00.0%$23.17
0
2021-Q2
Decreased
1,068
-50.0%
$28,0000.0%$23.31
0
2021-Q1
New
2,136
-
$27.6M0.0%$22.79
40

Other major holders of BSMS: LPL Financial LLC, MORGAN STANLEY

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