Baird Financial Group’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Baird Financial Group’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	$501K	Sell	21,180 -1,886	-8%	-$44.6K	﹤0.01%	1539
2026 Q1	$546K	Buy	23,066 +9,475	+70%	+$225K	﹤0.01%	1447
2025 Q4	$322K	Hold	13,591	–	–	﹤0.01%	1612
2025 Q3	$322K	Buy	+13,591	New	+$321K	﹤0.01%	1612

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Baird Financial Group's BSMR Position: Q2 2026 in Review

Baird Financial Group reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 8.2% in Q2 2026, selling an estimated $44.6K and leaving 21,180 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Baird Financial Group first reported a position in BSMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $546K in Q1 2026. 144 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Baird Financial Group held 21,180 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $501K as of Q2 2026.
Baird Financial Group sold 1,886 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $44.6K.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1539 holding.
Baird Financial Group first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
Baird Financial Group's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $546K in Q1 2026.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.