HighTower Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

HighTower Advisors’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	$5.81M	Buy	245,694 +14,956	+6%	+$353K	0.01%	1169
2026 Q1	$5.46M	Buy	230,738 +71,206	+45%	+$1.69M	0.01%	1158
2025 Q4	$3.78M	Buy	159,532 +81,610	+105%	+$1.93M	﹤0.01%	1310
2025 Q3	$1.84M	Buy	77,922 +2,535	+3%	+$59.8K	﹤0.01%	1680
2025 Q2	$1.77M	Buy	75,387 +11,158	+17%	+$261K	﹤0.01%	1632
2025 Q1	$1.51M	Buy	64,229 +3,853	+6%	+$91.1K	﹤0.01%	1686
2024 Q4	$1.42M	Buy	60,376 +4,115	+7%	+$97.5K	﹤0.01%	1734
2024 Q3	$1.33M	Buy	56,261 +35,407	+170%	+$838K	﹤0.01%	1752
2024 Q2	$490K	Buy	20,854 +2,779	+15%	+$65.3K	﹤0.01%	2341
2024 Q1	$429K	Buy	18,075 +1,250	+7%	+$29.7K	﹤0.01%	2382
2023 Q4	$403K	Buy	+16,825	New	+$391K	﹤0.01%	2472

Other funds holding BSMR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

HighTower Advisors's BSMR Position: Q2 2026 in Review

HighTower Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 6.5% in Q2 2026, buying an estimated $353K and bringing the position to 245,694 shares worth $5.81M. The position accounts for 0.01% of the portfolio, ranked #1169.

HighTower Advisors first reported a position in BSMR in Q4 2023 and has held it in 11 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

HighTower Advisors held 245,694 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $5.81M as of Q2 2026.
HighTower Advisors bought 14,956 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $353K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1169 holding.
HighTower Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.