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Kestra Private Wealth Services’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Kestra Private Wealth Services’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 		$243K Sell
10,276
-2,051
-17% -$48.5K ﹤0.01% 1594
2026
Q1 		$292K Buy
+12,327
New +$293K ﹤0.01% 1467

Other funds holding BSMR

KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Kestra Private Wealth Services's BSMR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 17% in Q2 2026, selling an estimated $48.5K and leaving 10,276 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Kestra Private Wealth Services first reported a position in BSMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $292K in Q1 2026. 57 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Kestra Private Wealth Services held 10,276 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $243K as of Q2 2026.
  • Kestra Private Wealth Services sold 2,051 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $48.5K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1594 holding.
  • Kestra Private Wealth Services first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Kestra Private Wealth Services's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $292K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.