Ameriprise
BSMR icon

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

Ameriprise’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 		$2.55M Buy
108,916
+33,895
+45% +$804K ﹤0.01% 2835
2025
Q4 		$1.76M Buy
75,021
+18,817
+33% +$445K ﹤0.01% 3062
2025
Q3 		$1.33M Buy
56,204
+44,983
+401% +$1.06M ﹤0.01% 3214
2025
Q2 		$263K Buy
+11,221
New +$262K ﹤0.01% 3743

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise's BSMR Position: Q1 2026 in Review

Ameriprise increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 45% in Q1 2026, buying an estimated $804K and bringing the position to 108,916 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Ameriprise first reported a position in BSMR in Q2 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • Ameriprise held 108,916 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $2.55M as of Q1 2026.
  • Ameriprise bought 33,895 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $804K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2835 holding.
  • Ameriprise first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.