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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
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 $1.66T 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 $611M AUM 21.11% 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

Coastal Bridge Advisors's BSMR Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 24% in Q1 2026, buying an estimated $65.3K and bringing the position to 14,216 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #365.

Coastal Bridge Advisors first reported a position in BSMR in Q2 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • Coastal Bridge Advisors held 14,216 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $336K as of Q1 2026.
  • Coastal Bridge Advisors bought 2,753 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $65.3K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #365 holding.
  • Coastal Bridge Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.