Advisory Services Network’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Advisory Services Network’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	$261K	Buy	11,047 +259	+2%	+$6.12K	﹤0.01%	1821
2026 Q1	$255K	Buy	10,788 +1,320	+14%	+$31.3K	﹤0.01%	1674
2025 Q4	$224K	Buy	9,468 +3,703	+64%	+$87.6K	﹤0.01%	1650
2025 Q3	$136K	Buy	+5,765	New	+$136K	﹤0.01%	1899
2025 Q1	–	Sell	-10,049	Closed	-$237K	–	1625
2024 Q4	$237K	Buy	10,049 +1,289	+15%	+$30.5K	﹤0.01%	1408
2024 Q3	$206K	Hold	8,760	–	–	﹤0.01%	1386
2024 Q2	$206K	Buy	+8,760	New	+$206K	﹤0.01%	1386
2024 Q1	–	Sell	-762	Closed	-$18.2K	–	1747
2023 Q4	$18.2K	Buy	+762	New	+$17.7K	﹤0.01%	2570
2023 Q2	–	Sell	-762	Closed	-$18.2K	–	1741
2023 Q1	$18.2K	Buy	762 +125	+20%	+$2.97K	﹤0.01%	2599
2022 Q4	$15K	Buy	+637	New	+$14.8K	﹤0.01%	2654

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

Advisory Services Network's BSMR Position: Q2 2026 in Review

Advisory Services Network increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 2.4% in Q2 2026, buying an estimated $6.12K and bringing the position to 11,047 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Advisory Services Network first reported a position in BSMR in Q4 2022 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Advisory Services Network held 11,047 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $261K as of Q2 2026.
Advisory Services Network bought 259 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $6.12K.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1821 holding.
Advisory Services Network first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2022 and has held it in 10 quarters since.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.