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Crews Bank & Trust’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Crews Bank & Trust’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 		$200K Hold
8,455
– – 0.03% 222
2026
Q1 		$200K Hold
8,455
– – 0.03% 214
2025
Q4 		$200K Hold
8,455
– – 0.03% 216
2025
Q3 		$200K Hold
8,455
– – 0.03% 219
2025
Q2 		$198K Hold
8,455
– – 0.03% 218
2025
Q1 		$199K Hold
8,455
– – 0.03% 213
2024
Q4 		$200K Buy
+8,455
New +$200K 0.03% 207

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

Crews Bank & Trust's BSMR Position: Q2 2026 in Review

Crews Bank & Trust held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 8,455 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #222.

Crews Bank & Trust first reported a position in BSMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $200K in Q4 2025. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Crews Bank & Trust held 8,455 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $200K as of Q2 2026.
  • Crews Bank & Trust left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.03% of Crews Bank & Trust's portfolio in Q2 2026, its #222 holding.
  • Crews Bank & Trust first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $200K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.