BridgePort Financial Solutions’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

BridgePort Financial Solutions’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	$269K	Buy	+11,354	New	+$269K	0.08%	196

Other funds holding BSMR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BridgePort Financial Solutions's BSMR Position: Q1 2026 in Review

BridgePort Financial Solutions opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2026: 11,354 shares worth $269K. The stake represents 0.08% of the portfolio and ranks #196 among its holdings.

142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

BridgePort Financial Solutions held 11,354 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $269K as of Q1 2026.
Invesco BulletShares 2027 Municipal Bond ETF was a new BridgePort Financial Solutions position in Q1 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.08% of BridgePort Financial Solutions's portfolio in Q1 2026, its #196 holding.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.