AssetMark Inc
BSMR icon

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
Q3 		– Sell
-49
Closed -$1.16K – 3784
2026
Q2 		$1.16K Buy
+49
New +$1.16K ﹤0.01% 3117

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Clark Asset Management
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AssetMark Inc's BSMR Position: Q3 2026 in Review

AssetMark Inc sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q3 2026, closing a stake of 49 shares — an estimated $1.16K sold.

AssetMark Inc first reported a position in BSMR in Q2 2026 and held it in 1 quarter. The position peaked at $1.16K in Q2 2026. 41 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

  • AssetMark Inc reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • AssetMark Inc sold 49 Invesco BulletShares 2027 Municipal Bond ETF shares in Q3 2026, an estimated $1.16K.
  • AssetMark Inc first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2026 and held it in 1 quarter.
  • AssetMark Inc's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $1.16K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.