Advisornet Financial’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Advisornet Financial’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	–	Sell	-784	Closed	-$18.5K	–	2286
2026 Q1	$18.5K	Hold	784	–	–	﹤0.01%	1365
2025 Q4	$18.6K	Hold	784	–	–	﹤0.01%	1353
2025 Q3	$18.5K	Sell	784 -307	-28%	-$7.24K	﹤0.01%	1327
2025 Q2	$25.6K	Hold	1,091	–	–	﹤0.01%	1194
2025 Q1	$25.7K	Sell	1,091 -45	-4%	-$1.06K	﹤0.01%	1118
2024 Q4	$26.8K	Hold	1,136	–	–	﹤0.01%	1051
2024 Q3	$26.9K	Buy	1,136 +352	+45%	+$8.33K	﹤0.01%	1100
2024 Q2	$18.4K	Hold	784	–	–	﹤0.01%	1116
2024 Q1	$18.5K	Hold	784	–	–	﹤0.01%	1093
2023 Q4	$18.7K	Hold	784	–	–	﹤0.01%	1102
2023 Q3	$17.9K	Hold	784	–	–	﹤0.01%	1065
2023 Q2	$18.5K	Hold	784	–	–	﹤0.01%	1121
2023 Q1	$18.7K	Hold	784	–	–	﹤0.01%	1099
2022 Q4	$18.4K	Hold	784	–	–	﹤0.01%	1081
2022 Q3	$18K	Hold	784	–	–	﹤0.01%	1129
2022 Q2	$19K	Hold	784	–	–	﹤0.01%	1135
2022 Q1	$19K	Buy	+784	New	+$19.6K	﹤0.01%	1259

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

Advisornet Financial's BSMR Position: Q2 2026 in Review

Advisornet Financial sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2026, closing a stake of 784 shares — an estimated $18.5K sold.

Advisornet Financial first reported a position in BSMR in Q1 2022 and held it in 17 quarters. The position peaked at $26.9K in Q3 2024. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Advisornet Financial reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Advisornet Financial sold 784 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $18.5K.
Advisornet Financial first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2022 and held it in 17 quarters.
Advisornet Financial's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $26.9K in Q3 2024.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.