Kickstand Ventures’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Kickstand Ventures’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 Q1	$425K	Sell	17,952 -350	-2%	-$8.31K	0.09%	91
2025 Q4	$433K	Buy	18,302 +1,325	+8%	+$31.4K	0.09%	86
2025 Q3	$402K	Hold	16,977	–	–	0.09%	83
2025 Q2	$398K	Buy	16,977 +1,799	+12%	+$42K	0.09%	78
2025 Q1	$357K	Buy	15,178 +5,715	+60%	+$135K	0.09%	78
2024 Q4	$223K	Hold	9,463	–	–	0.06%	89
2024 Q3	$224K	Buy	+9,463	New	+$224K	0.06%	86

Other funds holding BSMR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kickstand Ventures's BSMR Position: Q1 2026 in Review

Kickstand Ventures reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 1.9% in Q1 2026, selling an estimated $8.31K and leaving 17,952 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #91.

Kickstand Ventures first reported a position in BSMR in Q3 2024 and has held it in 7 quarters since. The position peaked at $433K in Q4 2025. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

Kickstand Ventures held 17,952 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $425K as of Q1 2026.
Kickstand Ventures sold 350 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $8.31K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.09% of Kickstand Ventures's portfolio in Q1 2026, its #91 holding.
Kickstand Ventures first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
Kickstand Ventures's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $433K in Q4 2025.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Kickstand Ventures's 13F filing for Q1 2026, filed 5 May 2026.