Bill Few Associates’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Bill Few Associates’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	$405K	Hold	17,119	–	–	0.09%	149
2026 Q1	$405K	Hold	17,119	–	–	0.1%	138
2025 Q4	$405K	Hold	17,119	–	–	0.1%	134
2025 Q3	$405K	Hold	17,119	–	–	0.1%	129
2025 Q2	$402K	Hold	17,119	–	–	0.11%	126
2025 Q1	$403K	Hold	17,119	–	–	0.14%	113
2024 Q4	$404K	Hold	17,119	–	–	0.14%	109
2024 Q3	$406K	Hold	17,119	–	–	0.14%	114
2024 Q2	$402K	Buy	17,119 +4,260	+33%	+$100K	0.15%	112
2024 Q1	$304K	Buy	12,859 +1,680	+15%	+$39.9K	0.12%	126
2023 Q4	$267K	Buy	+11,179	New	+$260K	0.12%	127

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

Bill Few Associates's BSMR Position: Q2 2026 in Review

Bill Few Associates held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 17,119 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #149.

Bill Few Associates first reported a position in BSMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $406K in Q3 2024. 144 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Bill Few Associates held 17,119 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $405K as of Q2 2026.
Bill Few Associates left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.09% of Bill Few Associates's portfolio in Q2 2026, its #149 holding.
Bill Few Associates first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Bill Few Associates's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $406K in Q3 2024.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.