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

Howard 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	$603K	Buy	25,940 +210	+0.8%	+$4.95K	0.22%	80
2026 Q2	$608K	Buy	25,730 +850	+3%	+$20.1K	0.22%	80
2026 Q1	$589K	Buy	24,880 +3,005	+14%	+$71.3K	0.25%	78
2025 Q4	$518K	Buy	21,875 +6,435	+42%	+$152K	0.23%	83
2025 Q3	$365K	Buy	15,440 +750	+5%	+$17.7K	0.17%	89
2025 Q2	$345K	Buy	14,690 +2,075	+16%	+$48.5K	0.17%	88
2025 Q1	$297K	Hold	12,615	–	–	0.17%	94
2024 Q4	$298K	Buy	12,615 +1,945	+18%	+$46.1K	0.16%	93
2024 Q3	$253K	Buy	+10,670	New	+$252K	0.15%	102

Other funds holding BSMR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

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

Howard Wealth Management increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 0.82% in Q3 2026, buying an estimated $4.95K and bringing the position to 25,940 shares worth $603K. The position accounts for 0.22% of the portfolio, ranked #80.

Howard Wealth Management first reported a position in BSMR in Q3 2024 and has held it in 9 quarters since. The position peaked at $608K in Q2 2026. 94 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

Howard Wealth Management held 25,940 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $603K as of Q3 2026.
Howard Wealth Management bought 210 Invesco BulletShares 2027 Municipal Bond ETF shares in Q3 2026, an estimated $4.95K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.22% of Howard Wealth Management's portfolio in Q3 2026, its #80 holding.
Howard Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2024 and has held it in 9 quarters since.
Howard Wealth Management's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $608K in Q2 2026.
94 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.