Diversify Wealth Management
BSMR icon

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

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

Other funds holding BSMR

Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Old Second National Bank of Aurora
Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

Diversify Wealth Management's BSMR Position: Q3 2026 in Review

Diversify Wealth Management 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.

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

  • Diversify Wealth Management 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 Wealth Management position in Q3 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #939 holding.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

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