Independent Advisor Alliance’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Independent Advisor Alliance’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	–	Sell	-11,252	Closed	-$266K	–	1105
2026 Q1	$266K	Buy	+11,252	New	+$267K	﹤0.01%	1380
2025 Q1	–	Sell	-17,752	Closed	-$419K	–	868
2024 Q4	$419K	Buy	+17,752	New	+$421K	0.01%	1009

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

Independent Advisor Alliance's BSMR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2026, closing a stake of 11,252 shares — an estimated $266K sold.

Independent Advisor Alliance first reported a position in BSMR in Q4 2024 and held it in 2 quarters. The position peaked at $419K in Q4 2024. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 11,252 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $266K.
Independent Advisor Alliance first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $419K in Q4 2024.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.