Freedom Investment Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Freedom Investment 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 Q3	–	Sell	-11,898	Closed	-$279K	–	231
2025 Q2	$279K	Sell	11,898 -563	-5%	-$13.1K	0.02%	614
2025 Q1	$293K	Sell	12,461 -244	-2%	-$5.77K	0.02%	599
2024 Q4	$300K	Buy	+12,705	New	+$301K	0.02%	596
2022 Q4	–	Sell	-9,940	Closed	-$227K	–	714
2022 Q3	$227K	Buy	9,940 +244	+3%	+$5.79K	0.03%	638
2022 Q2	$229K	Sell	9,696 -720	-7%	-$17K	0.02%	654
2022 Q1	$252K	Buy	10,416 +33	+0.3%	+$825	0.02%	664
2021 Q4	$268K	Sell	10,383 -992	-9%	-$25.6K	0.02%	711
2021 Q3	$293K	Buy	+11,375	New	+$296K	0.02%	642

Other funds holding BSMR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Freedom Investment Management's BSMR Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q3 2025, closing a stake of 11,898 shares — an estimated $279K sold.

Freedom Investment Management first reported a position in BSMR in Q3 2021 and held it in 8 quarters. The position peaked at $300K in Q4 2024. 122 funds tracked by Wall St. Rank hold BSMR as of Q3 2025.

Freedom Investment Management reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 11,898 Invesco BulletShares 2027 Municipal Bond ETF shares in Q3 2025, an estimated $279K.
Freedom Investment Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2021 and held it in 8 quarters.
Freedom Investment Management's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $300K in Q4 2024.
122 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.