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Focus Financial Network’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Focus Financial Network’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
Q3 		– Sell
-28,157
Closed -$661K – 742
2025
Q2 		$661K Sell
28,157
-22,708
-45% -$530K 0.03% 372
2025
Q1 		$1.2M Buy
50,865
+40,727
+402% +$963K 0.05% 260
2024
Q4 		$239K Buy
+10,138
New +$240K 0.01% 613

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 $611M AUM 21.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Focus Financial Network's BSMR Position: Q3 2025 in Review

Focus Financial Network sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q3 2025, closing a stake of 28,157 shares — an estimated $661K sold.

Focus Financial Network first reported a position in BSMR in Q4 2024 and held it in 3 quarters. The position peaked at $1.2M in Q1 2025. 122 funds tracked by Wall St. Rank hold BSMR as of Q3 2025.

  • Focus Financial Network reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Focus Financial Network sold 28,157 Invesco BulletShares 2027 Municipal Bond ETF shares in Q3 2025, an estimated $661K.
  • Focus Financial Network first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Focus Financial Network's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $1.2M in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2025.

Based on Focus Financial Network's 13F filing for Q3 2025, filed 10 Oct 2025.