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 Q2	$578K	Buy	24,452 +6,500	+36%	+$154K	0.11%	89
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 $1.89T 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

Kickstand Ventures's BSMR Position: Q2 2026 in Review

Kickstand Ventures increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 36% in Q2 2026, buying an estimated $154K and bringing the position to 24,452 shares worth $578K. The position accounts for 0.11% of the portfolio, ranked #89.

Kickstand Ventures first reported a position in BSMR in Q3 2024 and has held it in 8 quarters since. 144 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Kickstand Ventures held 24,452 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $578K as of Q2 2026.
Kickstand Ventures bought 6,500 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $154K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.11% of Kickstand Ventures's portfolio in Q2 2026, its #89 holding.
Kickstand Ventures first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Kickstand Ventures's 13F filing for Q2 2026, filed 30 Jul 2026.