Key Financial Inc Has $3.43 Million Stock Holdings in Invesco BulletShares 2028 Municipal Bond ETF $BSMS

Key Financial Inc cut its position in Invesco BulletShares 2028 Municipal Bond ETF (NASDAQ:BSMS) by 29.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 146,720 shares of the company’s stock after selling 61,155 shares during the quarter. Key Financial Inc owned about 1.16% of Invesco BulletShares 2028 Municipal Bond ETF worth $3,433,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Private Trust Co. NA raised its position in Invesco BulletShares 2028 Municipal Bond ETF by 464.6% during the fourth 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 in the last quarter. Kestra Advisory Services LLC acquired a new position in shares of Invesco BulletShares 2028 Municipal Bond ETF during the 4th quarter worth about $92,000. Capital Analysts LLC acquired a new position in shares of Invesco BulletShares 2028 Municipal Bond ETF during the 4th quarter worth about $156,000. Anchor Investment Management LLC raised 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 valued at $176,000 after purchasing an additional 2,500 shares during the period. Finally, Francis Financial Inc. bought a new stake in shares of Invesco BulletShares 2028 Municipal Bond ETF in the 4th quarter valued at about $200,000.

Invesco BulletShares 2028 Municipal Bond ETF Stock Performance

Shares of NASDAQ:BSMS opened at $23.44 on Wednesday. Invesco BulletShares 2028 Municipal Bond ETF has a 52-week low of $23.11 and a 52-week high of $23.70. The company has a 50-day simple moving average of $23.42 and a 200 day simple moving average of $23.50.

Invesco BulletShares 2028 Municipal Bond ETF Dividend Announcement

The firm also recently disclosed a monthly dividend, which was paid on Friday, June 26th. Shareholders of record on Monday, June 22nd were paid a $0.0563 dividend. The ex-dividend date was Monday, June 22nd. This represents a c) annualized dividend and a yield of 2.9%.

Invesco BulletShares 2028 Municipal Bond ETF Profile

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.