Invesco BulletShares 2028 Municipal Bond ETF (BSMS)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
BSMS Chart
Invesco BulletShares 2028 Municipal Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 24,168 | $561,542.41 | $566,618.76 | $5,076.35 | 0.9% |
 Landaas & Company Landaas & Co | 28,011 | $655,072.27 | $656,857.95 | $1,785.68 | 0.27% |
 PAX Financial Group PAX Financial Group LLC | 46,860 | $1.1M | $1.1M | -$2,343 | -0.21% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 43,532 | $1.02M | $1.02M | -$866.94 | -0.08% |
 Brandon Collier Collier Financial | 575 | $13,415 | $13,480.87 | $65.87 | 0.49% |
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Invesco BulletShares 2028 Municipal Bond ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The company is primarily focused on investment operations, centering its strategy on holding a diversified portfolio of U.S. dollar-denominated investment-grade municipal bonds. The distinguishing factor of its investment approach is the specificity of targeting bonds with maturities or effective maturities in the year 2028, which are collectively referred to as "2028 Bonds". By dedicating at least 80% of its total assets to securities that are part of the underlying index, the company aims to provide its investors with exposure to the performance of these specialized municipal bonds. This focus underscores the company's strategic allocation towards investment-grade bonds, emphasizing both the security and the targeted time horizon in its investment philosophy.
Products and Services
- Investment-Grade Municipal Bonds
The core product offering of the company revolves around the investment in U.S. dollar-denominated investment-grade municipal bonds. These bonds are favored for their creditworthiness, which is reflected in their investment-grade rating. Municipal bonds offer investors the potential for a steady stream of income that is often tax-exempt at the federal level, and sometimes at the state and local levels, depending on the investor's location. By focusing on bonds that mature in the year 2028, the company provides a clear time horizon for investment returns.
- Portfolio Management
In addition to the specific municipal bond investments, the company provides portfolio management services tailored to the underlying index that tracks the performance of the 2028 Bonds. This involves strategic asset allocation and rebalancing to ensure that the portfolio remains aligned with the index's performance objectives. The service is geared towards investors looking for managed exposure to investment-grade municipal bonds, offering them a hands-off approach to investing in this asset class. The management service takes into account the effective maturities of the bonds, aiming to optimize the portfolio's performance relative to the target maturity year.
