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

First Command 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 Q2	$163K	Sell	6,875 -20,581	-75%	-$486K	﹤0.01%	221
2026 Q1	$649K	Buy	27,456 +7,452	+37%	+$177K	﹤0.01%	120
2025 Q4	$473K	Sell	20,004 -15,157	-43%	-$359K	﹤0.01%	128
2025 Q3	$832K	Buy	35,161 +824	+2%	+$19.4K	0.01%	99
2025 Q2	$806K	Buy	34,337 +328	+1%	+$7.66K	0.01%	95
2025 Q1	$801K	Buy	34,009 +1,674	+5%	+$39.6K	0.01%	91
2024 Q4	$763K	Buy	32,335 +21,641	+202%	+$513K	0.01%	89
2024 Q3	$253K	Buy	10,694 +5,090	+91%	+$120K	﹤0.01%	150
2024 Q2	$132K	Buy	5,604 +2,629	+88%	+$61.8K	﹤0.01%	187
2024 Q1	$70.4K	Buy	+2,975	New	+$70.7K	﹤0.01%	228

Other funds holding BSMR

LPL Financial San Diego, California $445B AUM 25.58% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

First Command Advisory Services's BSMR Position: Q2 2026 in Review

First Command Advisory Services reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 75% in Q2 2026, selling an estimated $486K and leaving 6,875 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

First Command Advisory Services first reported a position in BSMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $832K in Q3 2025. 93 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

First Command Advisory Services held 6,875 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $163K as of Q2 2026.
First Command Advisory Services sold 20,581 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $486K.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #221 holding.
First Command Advisory Services first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
First Command Advisory Services's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $832K in Q3 2025.
93 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.