IFP Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

IFP Advisors’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	$115K	Buy	4,934 +312	+7%	+$7.35K	﹤0.01%	1868
2026 Q2	$109K	Buy	4,622 +275	+6%	+$6.5K	﹤0.01%	1924
2026 Q1	$103K	Buy	4,347 +248	+6%	+$5.89K	﹤0.01%	1825
2025 Q4	$97K	Buy	4,099 +6	+0.1%	+$142	﹤0.01%	1810
2025 Q3	$96.8K	Buy	4,093 +2,506	+158%	+$59.1K	﹤0.01%	1703
2025 Q2	$37.3K	Buy	1,587 +6	+0.4%	+$140	﹤0.01%	2201
2025 Q1	$37.2K	Sell	1,581 -627	-28%	-$14.8K	﹤0.01%	2036
2024 Q4	$52.1K	Buy	2,208 +221	+11%	+$5.24K	﹤0.01%	1816
2024 Q3	$47.1K	Buy	1,987 +9	+0.5%	+$213	﹤0.01%	1764
2024 Q2	$46.4K	Buy	1,978 +1,278	+183%	+$30K	﹤0.01%	1711
2024 Q1	$16.6K	Hold	700	–	–	﹤0.01%	2061
2023 Q4	$16.7K	Hold	700	–	–	﹤0.01%	1990
2023 Q3	$16K	Hold	700	–	–	﹤0.01%	2046
2023 Q2	$16.5K	Hold	700	–	–	﹤0.01%	2104
2023 Q1	$17.5K	Hold	700	–	–	﹤0.01%	2069
2022 Q4	$17K	Buy	+700	New	+$16.2K	﹤0.01%	3011

Other funds holding BSMR

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

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

River Street Advisors Aurora, Illinois $324M AUM 20.08% 1-Year Est. Return

Farnam Financial Phoenix, Arizona $135M AUM 19.18% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

IFP Advisors's BSMR Position: Q3 2026 in Review

IFP Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 6.8% in Q3 2026, buying an estimated $7.35K and bringing the position to 4,934 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

IFP Advisors first reported a position in BSMR in Q4 2022 and has held it in 16 quarters since. 41 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

IFP Advisors held 4,934 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $115K as of Q3 2026.
IFP Advisors bought 312 Invesco BulletShares 2027 Municipal Bond ETF shares in Q3 2026, an estimated $7.35K.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1868 holding.
IFP Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2022 and has held it in 16 quarters since.
41 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.