Goldman Sachs
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Goldman Sachs’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Goldman Sachs’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 		– Sell
-10,931
Closed -$259K – 6509
2025
Q4 		$259K Buy
+10,931
New +$259K ﹤0.01% 5936
2024
Q4 		– Sell
-27,212
Closed -$645K – 6033
2024
Q3 		$645K Buy
+27,212
New +$644K ﹤0.01% 4909

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 $562M AUM 17.24% 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

Goldman Sachs's BSMR Position: Q1 2026 in Review

Goldman Sachs sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2026, closing a stake of 10,931 shares — an estimated $259K sold.

Goldman Sachs first reported a position in BSMR in Q3 2024 and held it in 2 quarters. The position peaked at $645K in Q3 2024. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • Goldman Sachs reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Goldman Sachs sold 10,931 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $259K.
  • Goldman Sachs first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
  • Goldman Sachs's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $645K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.