Creative Planning’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Creative Planning’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	$300K	Buy	+12,682	New	+$300K	﹤0.01%	3559
2024 Q1	–	Sell	-10,150	Closed	-$243K	–	2933
2023 Q4	$243K	Sell	10,150 -2,550	-20%	-$59.3K	﹤0.01%	2261
2023 Q3	$291K	Sell	12,700 -480	-4%	-$11.2K	﹤0.01%	1967
2023 Q2	$311K	Hold	13,180	–	–	﹤0.01%	1886
2023 Q1	$315K	Hold	13,180	–	–	﹤0.01%	1787
2022 Q4	$310K	Hold	13,180	–	–	﹤0.01%	1708
2022 Q3	$301K	Hold	13,180	–	–	﹤0.01%	1643
2022 Q2	$312K	Hold	13,180	–	–	﹤0.01%	1580
2022 Q1	$319K	Sell	13,180 -2,585	-16%	-$64.6K	﹤0.01%	1595
2021 Q4	$407K	Hold	15,765	–	–	﹤0.01%	1429
2021 Q3	$406K	Hold	15,765	–	–	﹤0.01%	1411
2021 Q2	$409K	Buy	+15,765	New	+$407K	﹤0.01%	1388

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

Creative Planning's BSMR Position: Q2 2026 in Review

Creative Planning opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2026: 12,682 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #3559 among its holdings. This is a return to the name: Creative Planning previously reported a position in BSMR as recently as Q4 2023.

Creative Planning first reported a position in BSMR in Q2 2021 and has held it in 12 quarters since. The position peaked at $409K in Q2 2021. 144 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Creative Planning held 12,682 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $300K as of Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF was a new Creative Planning position in Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3559 holding.
Creative Planning first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2021 and has held it in 12 quarters since.
Creative Planning's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $409K in Q2 2021.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.