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 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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Horizons Wealth Management's BSMR Position: Q1 2026 in Review

Horizons Wealth Management held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q1 2026 at 17,618 shares worth $417K. The position accounts for 0.27% of the portfolio, ranked #50.

Horizons Wealth Management first reported a position in BSMR in Q2 2022 and has held it in 16 quarters since. The position peaked at $417K in Q4 2025. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

Horizons Wealth Management held 17,618 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $417K as of Q1 2026.
Horizons Wealth Management left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.27% of Horizons Wealth Management's portfolio in Q1 2026, its #50 holding.
Horizons Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $417K in Q4 2025.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.