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

Benjamin Edwards 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	$255K	Sell	10,791 -1,000	-8%	-$23.6K	﹤0.01%	1302
2026 Q1	$279K	Sell	11,791 -1,007	-8%	-$23.9K	﹤0.01%	1191
2025 Q4	$303K	Buy	12,798 +77	+0.6%	+$1.82K	﹤0.01%	1109
2025 Q3	$301K	Buy	12,721 +930	+8%	+$21.9K	﹤0.01%	1100
2025 Q2	$277K	Sell	11,791 -1,119	-9%	-$26.1K	﹤0.01%	1017
2025 Q1	$304K	Sell	12,910 -2,899	-18%	-$68.6K	﹤0.01%	930
2024 Q4	$373K	Buy	15,809 +146	+0.9%	+$3.46K	0.01%	919
2024 Q3	$371K	Buy	+15,663	New	+$371K	0.01%	894

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

Benjamin Edwards Inc's BSMR Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 8.5% in Q2 2026, selling an estimated $23.6K and leaving 10,791 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Benjamin Edwards Inc first reported a position in BSMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $373K in Q4 2024. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Benjamin Edwards Inc held 10,791 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $255K as of Q2 2026.
Benjamin Edwards Inc sold 1,000 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $23.6K.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1302 holding.
Benjamin Edwards Inc first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $373K in Q4 2024.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.