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Collier Financial’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Collier Financial’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 		$46.1K Buy
1,949
+5
+0.3% +$118 0.03% 78
2026
Q1 		$46K Sell
1,944
-626
-24% -$14.9K 0.04% 72
2025
Q4 		$60.8K Sell
2,570
-1,812
-41% -$42.9K 0.05% 60
2025
Q3 		$104K Buy
+4,382
New +$103K 0.08% 55
2025
Q1 		$265K Sell
11,244
-2,679
-19% -$63.4K 0.23% 31
2024
Q4 		$329K Buy
+13,923
New +$330K 0.29% 27

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
AUB
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

Collier Financial's BSMR Position: Q2 2026 in Review

Collier Financial increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 0.26% in Q2 2026, buying an estimated $118 and bringing the position to 1,949 shares worth $46.1K. The position accounts for 0.03% of the portfolio, ranked #78.

Collier Financial first reported a position in BSMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $329K in Q4 2024. 144 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Collier Financial held 1,949 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $46.1K as of Q2 2026.
  • Collier Financial bought 5 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $118.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.03% of Collier Financial's portfolio in Q2 2026, its #78 holding.
  • Collier Financial first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Collier Financial's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $329K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.