Commonwealth Equity Services’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Commonwealth Equity Services’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	$2.62M	Buy	110,974 +5,942	+6%	+$140K	﹤0.01%	1882
2026 Q1	$2.48M	Sell	105,032 -5,582	-5%	-$132K	﹤0.01%	1827
2025 Q4	$2.62M	Sell	110,614 -162,110	-59%	-$3.84M	﹤0.01%	1776
2025 Q3	$6.45M	Buy	272,724 +89,714	+49%	+$2.12M	0.01%	1168
2025 Q2	$4.29M	Buy	183,010 +16,483	+10%	+$385K	0.01%	1436
2025 Q1	$3.92M	Sell	166,527 -8,994	-5%	-$213K	0.01%	1434
2024 Q4	$4.14M	Sell	175,521 -5,827	-3%	-$138K	0.01%	1362
2024 Q3	$4.3M	Buy	181,348 +30,732	+20%	+$727K	0.01%	1318
2024 Q2	$3.54M	Buy	150,616 +7,798	+5%	+$183K	0.01%	1405
2024 Q1	$3.38M	Buy	142,818 +9,627	+7%	+$229K	0.01%	1421
2023 Q4	$3.18M	Buy	133,191 +61,003	+85%	+$1.42M	0.01%	1386
2023 Q3	$1.65M	Buy	72,188 +3,109	+5%	+$72.7K	﹤0.01%	1740
2023 Q2	$1.63M	Buy	69,079 +14,618	+27%	+$346K	﹤0.01%	1759
2023 Q1	$1.3K	Buy	+54,461	New	+$1.29M	﹤0.01%	1861

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

Commonwealth Equity Services's BSMR Position: Q2 2026 in Review

Commonwealth Equity Services increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 5.7% in Q2 2026, buying an estimated $140K and bringing the position to 110,974 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Commonwealth Equity Services first reported a position in BSMR in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.45M in Q3 2025. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Commonwealth Equity Services held 110,974 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $2.62M as of Q2 2026.
Commonwealth Equity Services bought 5,942 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $140K.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1882 holding.
Commonwealth Equity Services first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
Commonwealth Equity Services's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $6.45M in Q3 2025.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.