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Cambridge Financial Group (Arizona)’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Cambridge Financial Group (Arizona)’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 		$398K Sell
16,818
-4,437
-21% -$105K 0.13% 113
2026
Q1 		$503K Buy
+21,255
New +$504K 0.17% 102

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PWP
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CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FF
Farnam Financial Phoenix, Arizona $137M AUM 26.86% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s BSMR Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 21% in Q2 2026, selling an estimated $105K and leaving 16,818 shares worth $398K. The position accounts for 0.13% of the portfolio, ranked #113.

Cambridge Financial Group (Arizona) first reported a position in BSMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $503K in Q1 2026. 45 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 16,818 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $398K as of Q2 2026.
  • Cambridge Financial Group (Arizona) sold 4,437 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $105K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.13% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #113 holding.
  • Cambridge Financial Group (Arizona) first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Cambridge Financial Group (Arizona)'s Invesco BulletShares 2027 Municipal Bond ETF position peaked at $503K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.