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BCS Wealth Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

BCS Wealth Management’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 		– Sell
-9,648
Closed -$228K – 260
2025
Q4 		$228K Buy
+9,648
New +$228K 0.02% 328

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 $562M AUM 17.24% 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

BCS Wealth Management's BSMR Position: Q1 2026 in Review

BCS Wealth Management sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2026, closing a stake of 9,648 shares — an estimated $228K sold.

BCS Wealth Management first reported a position in BSMR in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • BCS Wealth Management reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 9,648 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $228K.
  • BCS Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • BCS Wealth Management's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $228K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.