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

Coastal Bridge 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 		$419K Buy
17,720
+3,504
+25% +$82.8K 0.03% 342
2026
Q1 		$336K Buy
14,216
+2,753
+24% +$65.3K 0.02% 365
2025
Q4 		$271K Buy
11,463
+1,191
+12% +$28.2K 0.02% 384
2025
Q3 		$243K Buy
10,272
+1,718
+20% +$40.5K 0.02% 398
2025
Q2 		$201K Buy
+8,554
New +$200K 0.02% 418

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 $1.55T AUM 33.47% 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
Raymond James Financial
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
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Coastal Bridge Advisors's BSMR Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 25% in Q2 2026, buying an estimated $82.8K and bringing the position to 17,720 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #342.

Coastal Bridge Advisors first reported a position in BSMR in Q2 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Coastal Bridge Advisors held 17,720 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $419K as of Q2 2026.
  • Coastal Bridge Advisors bought 3,504 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $82.8K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #342 holding.
  • Coastal Bridge Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.