Diversify Advisory Services
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Diversify Advisory Services’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Diversify Advisory 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
Q3 		$465K Buy
+19,911
New +$469K 0.01% 939

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Legacy Private Trust
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Old Second National Bank of Aurora
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Clark Asset Management
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River Street Advisors
River Street Advisors Aurora, Illinois $324M AUM 20.08% 1-Year Est. Return
Farnam Financial
Farnam Financial Phoenix, Arizona $135M AUM 19.18% 1-Year Est. Return
Garrett Wealth Advisory Group
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Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Diversify Advisory Services's BSMR Position: Q3 2026 in Review

Diversify Advisory Services opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q3 2026: 19,911 shares worth $465K. The stake represents 0.01% of the portfolio and ranks #939 among its holdings.

40 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

  • Diversify Advisory Services held 19,911 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $465K as of Q3 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF was a new Diversify Advisory Services position in Q3 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #939 holding.
  • 40 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.