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Financial Solutions Advisory Group’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Financial Solutions Advisory Group’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 		$8.13M Sell
343,679
-1,077
-0.3% -$25.5K 1.03% 18
2026
Q1 		$8.15M Buy
+344,756
New +$8.18M 1.13% 17

Other funds holding BSMR

PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FF
Farnam Financial Phoenix, Arizona $137M AUM 26.86% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

Financial Solutions Advisory Group's BSMR Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 0.31% in Q2 2026, selling an estimated $25.5K and leaving 343,679 shares worth $8.13M. The position accounts for 1.03% of the portfolio, ranked #18.

Financial Solutions Advisory Group first reported a position in BSMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.15M in Q1 2026. 40 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Financial Solutions Advisory Group held 343,679 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $8.13M as of Q2 2026.
  • Financial Solutions Advisory Group sold 1,077 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $25.5K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 1.03% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #18 holding.
  • Financial Solutions Advisory Group first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $8.15M in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.