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Upturn AI SWOT - About
Invesco BulletShares (R) 2028 Municipal Bond ETF (BSMS)
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Upturn Advisory Summary
10/24/2025: BSMS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.92% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.85 | 52 Weeks Range 22.25 - 23.36 | Updated Date 06/30/2025 |
52 Weeks Range 22.25 - 23.36 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco BulletShares (R) 2028 Municipal Bond ETF
ETF Overview
Overview
The Invesco BulletSharesu00ae 2028 Municipal Bond ETF (BSCV) seeks to provide investment results that correspond to the price and yield performance of the S&P AMT-Free Municipal Series 2028 Index. It focuses on municipal bonds maturing in 2028, offering a defined maturity strategy.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation.
Management Expertise
Invesco has extensive experience in managing fixed-income ETFs, including defined maturity strategies.
Investment Objective
Goal
Seeks to replicate the performance, before fees and expenses, of the S&P AMT-Free Municipal Series 2028 Index.
Investment Approach and Strategy
Strategy: The ETF employs a defined maturity strategy, investing in municipal bonds that mature in the target year of 2028.
Composition Primarily invests in investment-grade municipal bonds.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 225900000
Competitors
Key Competitors
- Guggenheim Municipal Bond ETF (MBQ)
- iShares National Muni Bond ETF (MUB)
- Vanguard Tax-Exempt Bond ETF (VTEB)
Competitive Landscape
The municipal bond ETF market is competitive, with major players like iShares and Vanguard offering broad-based municipal bond funds. BSCV differentiates itself through its defined maturity structure, which appeals to investors seeking predictable cash flows. However, it may have less liquidity and AUM than broader municipal bond ETFs.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers. Need to be collected and represented numerically.
Benchmark Comparison: Performance should be compared against the S&P AMT-Free Municipal Series 2028 Index.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
Average trading volume data is readily available from financial data providers, indicating sufficient liquidity for most investors.
Bid-Ask Spread
Bid-ask spread data is readily available from financial data providers and will be relatively low, indicating ease of trading.
Market Dynamics
Market Environment Factors
Municipal bond ETFs are influenced by interest rate movements, credit quality of municipalities, and overall economic conditions. Tax law changes can also significantly affect the appeal of municipal bonds.
Growth Trajectory
The growth of defined maturity ETFs depends on investor demand for predictable income streams and the attractiveness of the municipal bond market. The ETF's strategy remains consistent unless changes are announced.
Moat and Competitive Advantages
Competitive Edge
BSCV's main advantage is its defined maturity structure, offering a targeted approach to municipal bond investing. This allows investors to ladder maturities, creating predictable cash flows and managing interest rate risk more precisely than with perpetual maturity bond ETFs. This targeted approach makes it attractive to investors seeking to match liabilities or plan for specific future expenses. While not as liquid as larger, broad market municipal ETFs, BSCV provides a unique and valuable offering within the fixed income ETF landscape.
Risk Analysis
Volatility
The ETF's volatility is influenced by interest rate sensitivity and the credit risk of the underlying municipal bonds.
Market Risk
Market risk includes interest rate risk (rising rates can decrease bond values) and credit risk (risk of default by municipal issuers).
Investor Profile
Ideal Investor Profile
Investors seeking tax-advantaged income, predictable cash flows, and a defined maturity investment horizon are ideal candidates. This includes individuals planning for retirement, education expenses, or other future liabilities.
Market Risk
BSCV is suitable for long-term investors who seek a defined maturity strategy within their fixed income portfolio.
Summary
The Invesco BulletSharesu00ae 2028 Municipal Bond ETF offers a targeted approach to municipal bond investing, focusing on bonds maturing in 2028. Its defined maturity structure provides predictable cash flows and helps manage interest rate risk. While it may have less liquidity than broader municipal bond ETFs, it serves a unique niche for investors seeking a targeted income strategy. The ETF's performance is tied to the municipal bond market and the creditworthiness of its holdings, making it suitable for long-term investors with specific income goals. Understanding the fund's strategy and underlying risks is crucial for any potential investor.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco BulletShares (R) 2028 Municipal Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index seeks to measure the performance of a portfolio of U.S. dollar-denominated investment-grade municipal bonds with maturities or, in some cases, "effective maturities," in the year 2028 (collectively, "2028 Bonds").
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