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

Horizons 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
Q3 		$480K Buy
+20,644
New +$486K 0.3% 48
2026
Q1 		$417K Hold
17,618
– – 0.27% 50
2025
Q4 		$417K Buy
17,618
+1,272
+8% +$30.1K 0.27% 50
2025
Q3 		$387K Buy
16,346
+423
+3% +$9.98K 0.26% 49
2025
Q2 		$374K Buy
15,923
+160
+1% +$3.74K 0.27% 48
2025
Q1 		$371K Hold
15,763
– – 0.28% 47
2024
Q4 		$372K Hold
15,763
– – 0.28% 47
2024
Q3 		$374K Buy
15,763
+423
+3% +$10K 0.29% 44
2024
Q2 		$363K Buy
15,340
+714
+5% +$16.8K 0.29% 44
2024
Q1 		$350K Hold
14,626
– – 0.23% 47
2023
Q4 		$350K Buy
14,626
+1,965
+16% +$45.7K 0.23% 47
2023
Q3 		$290K Buy
12,661
+761
+6% +$17.8K 0.21% 56
2023
Q2 		$281K Buy
11,900
+386
+3% +$9.14K 0.2% 55
2023
Q1 		$275K Buy
11,514
+1,137
+11% +$27K 0.2% 51
2022
Q4 		$244K Buy
10,377
+2,134
+26% +$49.5K 0.2% 51
2022
Q3 		$188K Hold
8,243
– – 0.17% 54
2022
Q2 		$197K Buy
+8,243
New +$195K 0.16% 55

Other funds holding BSMR

LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Horizons Wealth Management's BSMR Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q3 2026: 20,644 shares worth $480K. The stake represents 0.3% of the portfolio and ranks #48 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in BSMR as recently as Q1 2026.

Horizons Wealth Management first reported a position in BSMR in Q2 2022 and has held it in 17 quarters since. 9 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

  • Horizons Wealth Management held 20,644 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $480K as of Q3 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF was a new Horizons Wealth Management position in Q3 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.3% of Horizons Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Horizons Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.