Accurate Wealth Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Accurate Wealth Management’s Portfolio BSMR Stock Details BSMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Buy	42,563 +4,572	+12%	+$108K	0.1%	222
2026 Q1	$900K	Buy	37,991 +5,929	+18%	+$141K	0.11%	209
2025 Q4	$761K	Buy	32,062 +1,939	+6%	+$45.9K	0.1%	217
2025 Q3	$714K	Buy	30,123 +7,266	+32%	+$171K	0.1%	227
2025 Q2	$539K	Buy	+22,857	New	+$534K	0.08%	250

Other funds holding BSMR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Accurate Wealth Management's BSMR Position: Q2 2026 in Review

Accurate Wealth Management increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 12% in Q2 2026, buying an estimated $108K and bringing the position to 42,563 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #222.

Accurate Wealth Management first reported a position in BSMR in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Accurate Wealth Management held 42,563 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $1.01M as of Q2 2026.
Accurate Wealth Management bought 4,572 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $108K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.1% of Accurate Wealth Management's portfolio in Q2 2026, its #222 holding.
Accurate Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.