Aptus Capital Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Aptus Capital Advisors’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	$1.35M	Buy	57,158 +3,075	+6%	+$72.7K	0.01%	572
2026 Q1	$1.28M	Buy	54,083 +10,722	+25%	+$254K	0.01%	545
2025 Q4	$1.03M	Buy	43,361 +279	+0.6%	+$6.6K	0.01%	575
2025 Q3	$1.02M	Buy	43,082 +298	+0.7%	+$7.03K	0.01%	551
2025 Q2	$1M	Buy	42,784 +305	+0.7%	+$7.12K	0.01%	539
2025 Q1	$1M	Buy	42,479 +1,088	+3%	+$25.7K	0.01%	510
2024 Q4	$977K	Hold	41,391	–	–	0.01%	508
2024 Q3	$981K	Buy	41,391 +4,211	+11%	+$99.6K	0.01%	419
2024 Q2	$873K	Buy	37,180 +850	+2%	+$20K	0.02%	414
2024 Q1	$859K	Buy	+36,330	New	+$863K	0.02%	419

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Aptus Capital Advisors's BSMR Position: Q2 2026 in Review

Aptus Capital Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 5.7% in Q2 2026, buying an estimated $72.7K and bringing the position to 57,158 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #572.

Aptus Capital Advisors first reported a position in BSMR in Q1 2024 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Aptus Capital Advisors held 57,158 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $1.35M as of Q2 2026.
Aptus Capital Advisors bought 3,075 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $72.7K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #572 holding.
Aptus Capital Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2024 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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.