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

Bessemer 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
2025
Q1 		– Sell
-437
Closed -$10K – 2460
2024
Q4 		$10K Hold
437
– – ﹤0.01% 1752
2024
Q3 		$10K Buy
+437
New +$10.3K ﹤0.01% 1662

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Bessemer Group's BSMR Position: Q1 2025 in Review

Bessemer Group sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2025, closing a stake of 437 shares — an estimated $10K sold.

Bessemer Group first reported a position in BSMR in Q3 2024 and held it in 2 quarters. The position peaked at $10K in Q4 2024. 114 funds tracked by Wall St. Rank hold BSMR as of Q1 2025.

  • Bessemer Group reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 437 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2025, an estimated $10K.
  • Bessemer Group first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
  • Bessemer Group's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $10K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.