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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
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 $1.66T 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

Collier Financial's BSMR Position: Q1 2026 in Review

Collier Financial reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 24% in Q1 2026, selling an estimated $14.9K and leaving 1,944 shares worth $46K. The position accounts for 0.04% of the portfolio, ranked #72.

Collier Financial first reported a position in BSMR in Q4 2024 and has held it in 5 quarters since. The position peaked at $329K in Q4 2024. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • Collier Financial held 1,944 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $46K as of Q1 2026.
  • Collier Financial sold 626 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $14.9K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.04% of Collier Financial's portfolio in Q1 2026, its #72 holding.
  • Collier Financial first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Collier Financial's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $329K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.