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

Clearstead 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 		$399K Hold
16,873
– – ﹤0.01% 828
2026
Q1 		$399K Hold
16,873
– – ﹤0.01% 769
2025
Q4 		$399K Buy
16,873
+4,231
+33% +$100K 0.01% 723
2025
Q3 		$299K Buy
+12,642
New +$298K ﹤0.01% 781

Other funds holding BSMR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clearstead Advisors's BSMR Position: Q2 2026 in Review

Clearstead Advisors held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 16,873 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Clearstead Advisors first reported a position in BSMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $399K in Q4 2025. 88 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Clearstead Advisors held 16,873 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $399K as of Q2 2026.
  • Clearstead Advisors left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #828 holding.
  • Clearstead Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $399K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.