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

Geneos 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
2026
Q1 		$73.3K Hold
3,100
– – ﹤0.01% 1285
2025
Q4 		$73.4K Hold
3,100
– – ﹤0.01% 1259
2025
Q3 		$73.3K Buy
+3,100
New +$73.1K ﹤0.01% 1229

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Geneos Wealth Management's BSMR Position: Q1 2026 in Review

Geneos Wealth Management held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q1 2026 at 3,100 shares worth $73.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Geneos Wealth Management first reported a position in BSMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $73.4K in Q4 2025. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • Geneos Wealth Management held 3,100 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $73.3K as of Q1 2026.
  • Geneos Wealth Management left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1285 holding.
  • Geneos Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $73.4K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.