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

Foundry Financial 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 		$232K Buy
9,809
+63
+0.6% +$1.49K 0.1% 66
2026
Q1 		$231K Buy
+9,746
New +$231K 0.11% 59
2024
Q2 		– Sell
-10,544
Closed -$249K – 57
2024
Q1 		$249K Buy
10,544
+1,184
+13% +$28.1K 0.18% 49
2023
Q4 		$224K Buy
+9,360
New +$218K 0.19% 49

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Foundry Financial Group's BSMR Position: Q2 2026 in Review

Foundry Financial Group increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 0.65% in Q2 2026, buying an estimated $1.49K and bringing the position to 9,809 shares worth $232K. The position accounts for 0.1% of the portfolio, ranked #66.

Foundry Financial Group first reported a position in BSMR in Q4 2023 and has held it in 4 quarters since. The position peaked at $249K in Q1 2024. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Foundry Financial Group held 9,809 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $232K as of Q2 2026.
  • Foundry Financial Group bought 63 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $1.49K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.1% of Foundry Financial Group's portfolio in Q2 2026, its #66 holding.
  • Foundry Financial Group first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Foundry Financial Group's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $249K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.