Koss-Olinger Consulting’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-32,535	Closed	-$770K	–	261
2025 Q4	$770K	Buy	32,535 +5,021	+18%	+$119K	0.06%	115
2025 Q3	$646K	Hold	27,514	–	–	0.05%	166
2025 Q2	$646K	Buy	+27,514	New	+$643K	0.05%	168
2024 Q1	–	Sell	-11,579	Closed	-$277K	–	84
2023 Q4	$277K	Hold	11,579	–	–	0.03%	247
2023 Q3	$265K	Buy	11,579 +377	+3%	+$8.82K	0.04%	210
2023 Q2	$264K	Buy	+11,202	New	+$265K	0.03%	205

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Koss-Olinger Consulting's BSMR Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2026, closing a stake of 32,535 shares — an estimated $770K sold.

Koss-Olinger Consulting first reported a position in BSMR in Q2 2023 and held it in 6 quarters. The position peaked at $770K in Q4 2025. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

Koss-Olinger Consulting reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 32,535 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $770K.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2023 and held it in 6 quarters.
Koss-Olinger Consulting's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $770K in Q4 2025.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.