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

Fortress 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
2025
Q1 		– Sell
-51,649
Closed -$1.22M – 74
2024
Q4 		$1.22M Buy
51,649
+362
+0.7% +$8.58K 0.59% 32
2024
Q3 		$1.22M Buy
51,287
+362
+0.7% +$8.56K 0.61% 34
2024
Q2 		$1.2M Buy
50,925
+356
+0.7% +$8.37K 0.61% 34
2024
Q1 		$1.2M Buy
50,569
+335
+0.7% +$7.96K 0.62% 33
2023
Q4 		$1.2M Buy
+50,234
New +$1.17M 0.65% 36

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
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Fortress Wealth Management's BSMR Position: Q1 2025 in Review

Fortress Wealth Management sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2025, closing a stake of 51,649 shares — an estimated $1.22M sold.

Fortress Wealth Management first reported a position in BSMR in Q4 2023 and held it in 5 quarters. The position peaked at $1.22M in Q4 2024. 114 funds tracked by Wall St. Rank hold BSMR as of Q1 2025.

  • Fortress Wealth Management reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Fortress Wealth Management sold 51,649 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2025, an estimated $1.22M.
  • Fortress Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2023 and held it in 5 quarters.
  • Fortress Wealth Management's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $1.22M in Q4 2024.
  • 114 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2025.

Based on Fortress Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.