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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
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
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 $611M AUM 21.11% 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

Aptus Capital Advisors's BSMR Position: Q1 2026 in Review

Aptus Capital Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 25% in Q1 2026, buying an estimated $254K and bringing the position to 54,083 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #545.

Aptus Capital Advisors first reported a position in BSMR in Q1 2024 and has held it in 9 quarters since. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • Aptus Capital Advisors held 54,083 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $1.28M as of Q1 2026.
  • Aptus Capital Advisors bought 10,722 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $254K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #545 holding.
  • Aptus Capital Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2024 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 Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.