Key Financial Inc Grows Stock Holdings in Invesco BulletShares 2028 Municipal Bond ETF $BSMS

Posted by Lindsey Winhoffer on May 27th, 2026

Key Financial Inc increased its stake in shares of Invesco BulletShares 2028 Municipal Bond ETF (NASDAQ:BSMS – Free Report) by 16.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 207,875 shares of the company’s stock after buying an additional 28,851 shares during the period. Invesco BulletShares 2028 Municipal Bond ETF comprises 0.9% of Key Financial Inc’s portfolio, making the stock its 29th largest holding. Key Financial Inc owned 1.84% of Invesco BulletShares 2028 Municipal Bond ETF worth $4,885,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Private Trust Co. NA grew its holdings in shares of Invesco BulletShares 2028 Municipal Bond ETF by 464.6% in the 4th quarter. Private Trust Co. NA now owns 3,529 shares of the company’s stock worth $83,000 after acquiring an additional 2,904 shares during the period. Anchor Investment Management LLC grew its holdings in shares of Invesco BulletShares 2028 Municipal Bond ETF by 50.0% in the 3rd quarter. Anchor Investment Management LLC now owns 7,500 shares of the company’s stock worth $176,000 after acquiring an additional 2,500 shares during the period. HUB Investment Partners LLC acquired a new stake in shares of Invesco BulletShares 2028 Municipal Bond ETF in the 3rd quarter worth approximately $201,000. Private Advisor Group LLC acquired a new stake in shares of Invesco BulletShares 2028 Municipal Bond ETF in the 3rd quarter worth approximately $204,000. Finally, Coastal Bridge Advisors LLC purchased a new position in shares of Invesco BulletShares 2028 Municipal Bond ETF in the third quarter valued at $209,000.

Invesco BulletShares 2028 Municipal Bond ETF Stock Performance

Shares of BSMS stock opened at $23.38 on Wednesday. Invesco BulletShares 2028 Municipal Bond ETF has a fifty-two week low of $23.07 and a fifty-two week high of $23.70. The business has a fifty day simple moving average of $23.44 and a 200-day simple moving average of $23.50.

Invesco BulletShares 2028 Municipal Bond ETF Increases Dividend

The company also recently declared a monthly dividend, which was paid on Friday, May 22nd. Stockholders of record on Monday, May 18th were given a $0.0556 dividend. This is an increase from Invesco BulletShares 2028 Municipal Bond ETF’s previous monthly dividend of $0.05. This represents a c) dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date was Monday, May 18th.

Invesco BulletShares 2028 Municipal Bond ETF Company Profile

(Free Report)

The Invesco BulletShares 2028 Municipal Bond ETF (BSMS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of investment-grade AMT-Free municipal bonds that mature by the end of 2028. BSMS was launched on Sep 25, 2019 and is managed by Invesco.