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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advisory Services Network's BSMR Position: Q1 2026 in Review

Advisory Services Network increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 14% in Q1 2026, buying an estimated $31.3K and bringing the position to 10,788 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Advisory Services Network first reported a position in BSMR in Q4 2022 and has held it in 9 quarters since. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

Advisory Services Network held 10,788 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $255K as of Q1 2026.
Advisory Services Network bought 1,320 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $31.3K.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1674 holding.
Advisory Services Network first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2022 and has held it in 9 quarters since.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.