IFG Advisory’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

IFG Advisory’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	$327K	Buy	+13,847	New	+$327K	0.01%	720

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

IFG Advisory's BSMR Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2026: 13,847 shares worth $327K. The stake represents 0.01% of the portfolio and ranks #720 among its holdings.

143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

IFG Advisory held 13,847 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $327K as of Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF was a new IFG Advisory position in Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #720 holding.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.