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Coastline Complete Wealth’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Coastline Complete Wealth’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 		$3.93M Buy
166,160
+10,466
+7% +$248K 2.44% 11
2025
Q4 		$3.68M Buy
+155,694
New +$3.68M 2.32% 13

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
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 $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Coastline Complete Wealth's BSMR Position: Q1 2026 in Review

Coastline Complete Wealth increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 6.7% in Q1 2026, buying an estimated $248K and bringing the position to 166,160 shares worth $3.93M. The position accounts for 2.44% of the portfolio, ranked #11.

Coastline Complete Wealth first reported a position in BSMR in Q4 2025 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • Coastline Complete Wealth held 166,160 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $3.93M as of Q1 2026.
  • Coastline Complete Wealth bought 10,466 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $248K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 2.44% of Coastline Complete Wealth's portfolio in Q1 2026, its #11 holding.
  • Coastline Complete Wealth first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.