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

AssetMark Inc’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	$1.16K	Buy	+49	New	+$1.16K	﹤0.01%	3117

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PWP

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CVA

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AWM

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ADL

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KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

AssetMark Inc's BSMR Position: Q2 2026 in Review

AssetMark Inc opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2026: 49 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #3117 among its holdings.

82 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

AssetMark Inc held 49 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $1.16K as of Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF was a new AssetMark Inc position in Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3117 holding.
82 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.