Anchor Investment Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Anchor Investment 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 Q1	$147K	Buy	+6,200	New	+$147K	0.01%	427

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

KFI

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Anchor Investment Management's BSMR Position: Q1 2026 in Review

Anchor Investment Management opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2026: 6,200 shares worth $147K. The stake represents 0.01% of the portfolio and ranks #427 among its holdings.

142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

Anchor Investment Management held 6,200 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $147K as of Q1 2026.
Invesco BulletShares 2027 Municipal Bond ETF was a new Anchor Investment Management position in Q1 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #427 holding.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.