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Cornerstone Wealth Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Cornerstone Wealth Management’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 		$1.79M Buy
75,529
+4,541
+6% +$107K 0.08% 231
2026
Q1 		$1.68M Buy
70,988
+2,863
+4% +$67.9K 0.08% 219
2025
Q4 		$1.61M Buy
68,125
+2,619
+4% +$62K 0.08% 208
2025
Q3 		$1.55M Buy
65,506
+7,239
+12% +$171K 0.09% 198
2025
Q2 		$1.37M Buy
58,267
+3,469
+6% +$81K 0.08% 205
2025
Q1 		$1.29M Buy
54,798
+4,532
+9% +$107K 0.09% 195
2024
Q4 		$1.19M Buy
+50,266
New +$1.19M 0.08% 204

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

Cornerstone Wealth Management's BSMR Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 6.4% in Q2 2026, buying an estimated $107K and bringing the position to 75,529 shares worth $1.79M. The position accounts for 0.08% of the portfolio, ranked #231.

Cornerstone Wealth Management first reported a position in BSMR in Q4 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Cornerstone Wealth Management held 75,529 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $1.79M as of Q2 2026.
  • Cornerstone Wealth Management bought 4,541 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $107K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.08% of Cornerstone Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Cornerstone Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.