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

Hobbs Group 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	$672K	Sell	28,425 -965	-3%	-$22.8K	0.18%	88
2026 Q1	$695K	Buy	29,390 +3,673	+14%	+$87.2K	0.21%	81
2025 Q4	$609K	Sell	25,717 -71	-0.3%	-$1.68K	0.18%	85
2025 Q3	$610K	Buy	25,788 +3,193	+14%	+$75.3K	0.19%	88
2025 Q2	$530K	Sell	22,595 -15,952	-41%	-$373K	0.18%	90
2025 Q1	$908K	Sell	38,547 -26	-0.1%	-$615	0.35%	58
2024 Q4	$910K	Buy	38,573 +190	+0.5%	+$4.5K	0.34%	56
2024 Q3	$910K	Buy	38,383 +376	+1%	+$8.9K	0.33%	54
2024 Q2	$892K	Buy	+38,007	New	+$893K	0.34%	55
2023 Q4	$837K	Buy	+35,007	New	+$814K	0.37%	46

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

Hobbs Group Advisors's BSMR Position: Q2 2026 in Review

Hobbs Group Advisors reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 3.3% in Q2 2026, selling an estimated $22.8K and leaving 28,425 shares worth $672K. The position accounts for 0.18% of the portfolio, ranked #88.

Hobbs Group Advisors first reported a position in BSMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $910K in Q4 2024. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Hobbs Group Advisors held 28,425 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $672K as of Q2 2026.
Hobbs Group Advisors sold 965 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $22.8K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.18% of Hobbs Group Advisors's portfolio in Q2 2026, its #88 holding.
Hobbs Group Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $910K in Q4 2024.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.