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Krilogy Financial’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Krilogy Financial’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
2025
Q1 		– Sell
-12,334
Closed -$291K – 226
2024
Q4 		$291K Hold
12,334
– – 0.02% 209
2024
Q3 		$292K Sell
12,334
-9,300
-43% -$220K 0.02% 209
2024
Q2 		$508K Sell
21,634
-1,300
-6% -$30.6K 0.04% 206
2024
Q1 		$543K Buy
22,934
+5,909
+35% +$140K 0.04% 200
2023
Q4 		$407K Sell
17,025
-2,150
-11% -$50K 0.03% 187
2023
Q3 		$439K Buy
+19,175
New +$449K 0.04% 185

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Krilogy Financial's BSMR Position: Q1 2025 in Review

Krilogy Financial sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2025, closing a stake of 12,334 shares — an estimated $291K sold.

Krilogy Financial first reported a position in BSMR in Q3 2023 and held it in 6 quarters. The position peaked at $543K in Q1 2024. 114 funds tracked by Wall St. Rank hold BSMR as of Q1 2025.

  • Krilogy Financial reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Krilogy Financial sold 12,334 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2025, an estimated $291K.
  • Krilogy Financial first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2023 and held it in 6 quarters.
  • Krilogy Financial's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $543K in Q1 2024.
  • 114 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2025.

Based on Krilogy Financial's 13F filing for Q1 2025, filed 16 Apr 2025.