Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Cambridge Investment Research Advisors’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 		$244K Buy
+10,334
New +$244K ﹤0.01% 3376
2024
Q3 		– Sell
-10,898
Closed -$256K – 3423
2024
Q2 		$256K Buy
10,898
+46
+0.4% +$1.08K ﹤0.01% 2831
2024
Q1 		$257K Buy
10,852
+45
+0.4% +$1.07K ﹤0.01% 2830
2023
Q4 		$258K Buy
+10,807
New +$251K ﹤0.01% 2707
2023
Q3 		– Sell
-18,046
Closed -$426K – 3154
2023
Q2 		$426K Buy
18,046
+3,736
+26% +$88.5K ﹤0.01% 2250
2023
Q1 		$342K Buy
+14,310
New +$340K ﹤0.01% 2368

Other funds holding BSMR

KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
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 Investment Research Advisors's BSMR Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2026: 10,334 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #3376 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in BSMR as recently as Q2 2024.

Cambridge Investment Research Advisors first reported a position in BSMR in Q1 2023 and has held it in 6 quarters since. The position peaked at $426K in Q2 2023. 48 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,334 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $244K as of Q2 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF was a new Cambridge Investment Research Advisors position in Q2 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3376 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2023 and has held it in 6 quarters since.
  • Cambridge Investment Research Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $426K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.