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Avantax Planning Partners’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Avantax Planning Partners’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 		$554K Buy
23,422
+159
+0.7% +$3.76K 0.01% 276
2026
Q1 		$550K Buy
23,263
+2,258
+11% +$53.6K 0.02% 266
2025
Q4 		$497K Buy
+21,005
New +$497K 0.01% 270

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Avantax Planning Partners's BSMR Position: Q2 2026 in Review

Avantax Planning Partners increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 0.68% in Q2 2026, buying an estimated $3.76K and bringing the position to 23,422 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #276.

Avantax Planning Partners first reported a position in BSMR in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Avantax Planning Partners held 23,422 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $554K as of Q2 2026.
  • Avantax Planning Partners bought 159 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $3.76K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #276 holding.
  • Avantax Planning Partners first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.