HNB
BSMR icon

Huntington National Bank’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Huntington National Bank’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 		– Hold
0
– – – 616
2026
Q1 		– Hold
0
– – – 624
2025
Q4 		– Hold
0
– – – 739
2025
Q3 		– Hold
0
– – – 743
2025
Q2 		– Hold
0
– – – 639
2025
Q1 		– Hold
0
– – – 529
2024
Q4 		– Hold
0
– – – 545
2024
Q3 		– Hold
0
– – – 725
2024
Q2 		– Hold
0
– – – 764
2024
Q1 		– Hold
0
– – – 817
2023
Q4 		– Hold
0
– – – 724
2023
Q3 		– Hold
0
– – – 756
2023
Q2 		– Hold
0
– – – 896

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
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