Cetera Investment Advisers’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Cetera Investment Advisers’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	$625K	Sell	26,435 -5,937	-18%	-$140K	﹤0.01%	3488
2026 Q1	$766K	Buy	32,372 +8,518	+36%	+$202K	﹤0.01%	3141
2025 Q4	$565K	Buy	23,854 +5,837	+32%	+$138K	﹤0.01%	3327
2025 Q3	$426K	Buy	18,017 +2,255	+14%	+$53.2K	﹤0.01%	3506
2025 Q2	$370K	Buy	15,762 +2,542	+19%	+$59.4K	﹤0.01%	3212
2025 Q1	$311K	Buy	13,220 +3,914	+42%	+$92.6K	﹤0.01%	3234
2024 Q4	$220K	Buy	9,306 +39	+0.4%	+$924	﹤0.01%	3364
2024 Q3	$220K	Buy	+9,267	New	+$219K	﹤0.01%	3313

Other funds holding BSMR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Cetera Investment Advisers's BSMR Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 18% in Q2 2026, selling an estimated $140K and leaving 26,435 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #3488.

Cetera Investment Advisers first reported a position in BSMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $766K in Q1 2026. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Cetera Investment Advisers held 26,435 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $625K as of Q2 2026.
Cetera Investment Advisers sold 5,937 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $140K.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3488 holding.
Cetera Investment Advisers first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
Cetera Investment Advisers's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $766K in Q1 2026.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.