Colonial Trust Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Colonial Trust 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	$85.1K	Buy	+3,600	New	+$85.1K	0.01%	298

Other funds holding BSMR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Colonial Trust Advisors's BSMR Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2026: 3,600 shares worth $85.1K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings.

143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Colonial Trust Advisors held 3,600 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $85.1K as of Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF was a new Colonial Trust Advisors position in Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #298 holding.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.