Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Carson Wealth (CWM LLC)’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 		$13.2K Sell
557
-836
-60% -$19.8K ﹤0.01% 4668
2025
Q4 		$33K Hold
1,393
– – ﹤0.01% 3882
2025
Q3 		$33K Hold
1,393
– – ﹤0.01% 3812
2025
Q2 		$33K Hold
1,393
– – ﹤0.01% 3577
2025
Q1 		$33K Sell
1,393
-423
-23% -$10K ﹤0.01% 3306
2024
Q4 		$43K Buy
1,816
+423
+30% +$10K ﹤0.01% 2910
2024
Q3 		$33K Hold
1,393
– – ﹤0.01% 3012
2024
Q2 		$33K Hold
1,393
– – ﹤0.01% 2764
2024
Q1 		$33K Hold
1,393
– – ﹤0.01% 2568
2023
Q4 		$33K Hold
1,393
– – ﹤0.01% 2430
2023
Q3 		$32K Hold
1,393
– – ﹤0.01% 2363
2023
Q2 		$33K Hold
1,393
– – ﹤0.01% 2288
2023
Q1 		$33K Hold
1,393
– – ﹤0.01% 2144
2022
Q4 		$33K Sell
1,393
-1,279
-48% -$29.6K ﹤0.01% 2016
2022
Q3 		$61K Sell
2,672
-1,447
-35% -$34.3K ﹤0.01% 1566
2022
Q2 		$97K Buy
+4,119
New +$97.3K ﹤0.01% 1327

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSMR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 60% in Q1 2026, selling an estimated $19.8K and leaving 557 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4668.

Carson Wealth (CWM LLC) first reported a position in BSMR in Q2 2022 and has held it in 16 quarters since. The position peaked at $97K in Q2 2022. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 557 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $13.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 836 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $19.8K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4668 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2027 Municipal Bond ETF position peaked at $97K in Q2 2022.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.