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 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

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

IFP Advisors's BSMR Position: Q2 2026 in Review

IFP Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 6.3% in Q2 2026, buying an estimated $6.5K and bringing the position to 4,622 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

IFP Advisors first reported a position in BSMR in Q4 2022 and has held it in 15 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

IFP Advisors held 4,622 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $109K as of Q2 2026.
IFP Advisors bought 275 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $6.5K.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1924 holding.
IFP Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.