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Central Valley Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Central Valley 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
Q1 		$4.01M Sell
169,534
-14,726
-8% -$349K 1.09% 25
2025
Q4 		$4.36M Buy
184,260
+201
+0.1% +$4.76K 1.3% 21
2025
Q3 		$4.35M Buy
184,059
+1,208
+0.7% +$28.5K 1.35% 21
2025
Q2 		$4.29M Sell
182,851
-2,659
-1% -$62.1K 1.46% 22
2025
Q1 		$4.37M Buy
+185,510
New +$4.39M 1.66% 18

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
Invesco
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Central Valley Advisors's BSMR Position: Q1 2026 in Review

Central Valley Advisors reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 8% in Q1 2026, selling an estimated $349K and leaving 169,534 shares worth $4.01M. The position accounts for 1.09% of the portfolio, ranked #25.

Central Valley Advisors first reported a position in BSMR in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.37M in Q1 2025. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • Central Valley Advisors held 169,534 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $4.01M as of Q1 2026.
  • Central Valley Advisors sold 14,726 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $349K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 1.09% of Central Valley Advisors's portfolio in Q1 2026, its #25 holding.
  • Central Valley Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Central Valley Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $4.37M in Q1 2025.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Central Valley Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.