HUB Investment Partners’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

HUB Investment Partners’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	$715K	Buy	30,256 +7,622	+34%	+$180K	0.01%	557
2026 Q1	$535K	Buy	+22,634	New	+$537K	0.01%	542
2025 Q4	–	Sell	-8,511	Closed	-$201K	–	970
2025 Q3	$201K	Buy	+8,511	New	+$201K	0.01%	705
2024 Q4	–	Sell	-11,669	Closed	-$277K	–	607
2024 Q3	$277K	Buy	+11,669	New	+$276K	0.01%	401

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

HUB Investment Partners's BSMR Position: Q2 2026 in Review

HUB Investment Partners increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 34% in Q2 2026, buying an estimated $180K and bringing the position to 30,256 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #557.

HUB Investment Partners first reported a position in BSMR in Q3 2024 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

HUB Investment Partners held 30,256 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $715K as of Q2 2026.
HUB Investment Partners bought 7,622 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $180K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #557 holding.
HUB Investment Partners first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2024 and has held it in 4 quarters since.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.