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Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Higgins & Schmidt Wealth Strategies’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
2024
Q4 		– Sell
-9,346
Closed -$221K – 56
2024
Q3 		$221K Buy
9,346
+728
+8% +$17.2K 0.14% 46
2024
Q2 		$202K Sell
8,618
-18
-0.2% -$423 0.15% 44
2024
Q1 		$204K Buy
+8,636
New +$205K 0.15% 44

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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's BSMR Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q4 2024, closing a stake of 9,346 shares — an estimated $221K sold.

Higgins & Schmidt Wealth Strategies first reported a position in BSMR in Q1 2024 and held it in 3 quarters. The position peaked at $221K in Q3 2024. 108 funds tracked by Wall St. Rank hold BSMR as of Q4 2024.

  • Higgins & Schmidt Wealth Strategies reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Higgins & Schmidt Wealth Strategies sold 9,346 Invesco BulletShares 2027 Municipal Bond ETF shares in Q4 2024, an estimated $221K.
  • Higgins & Schmidt Wealth Strategies first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2024 and held it in 3 quarters.
  • Higgins & Schmidt Wealth Strategies's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $221K in Q3 2024.
  • 108 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.