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EP Wealth Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

EP Wealth Advisors’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
2025
Q2 		$110K Sell
4,691
-1,874
-29% -$43.8K ﹤0.01% 1369
2025
Q1 		$155K Hold
6,565
– – ﹤0.01% 1181
2024
Q4 		$155K Buy
+6,565
New +$156K ﹤0.01% 1143

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EP Wealth Advisors's BSMR Position: Q2 2025 in Review

EP Wealth Advisors reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 29% in Q2 2025, selling an estimated $43.8K and leaving 4,691 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

EP Wealth Advisors first reported a position in BSMR in Q4 2024 and has held it in 3 quarters since. The position peaked at $155K in Q4 2024. 120 funds tracked by Wall St. Rank hold BSMR as of Q2 2025.

  • EP Wealth Advisors held 4,691 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $110K as of Q2 2025.
  • EP Wealth Advisors sold 1,874 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2025, an estimated $43.8K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1369 holding.
  • EP Wealth Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • EP Wealth Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $155K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.