Landaas & Company’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Landaas & Company’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	$973K	Buy	41,166 +4,251	+12%	+$100K	0.18%	47
2026 Q1	$873K	Buy	36,915 +4,219	+13%	+$100K	0.19%	45
2025 Q4	$774K	Buy	32,696 +15,791	+93%	+$374K	0.17%	44
2025 Q3	$400K	Buy	16,905 +4,844	+40%	+$114K	0.09%	69
2025 Q2	$283K	Buy	+12,061	New	+$282K	0.07%	89

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

Landaas & Company's BSMR Position: Q2 2026 in Review

Landaas & Company increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 12% in Q2 2026, buying an estimated $100K and bringing the position to 41,166 shares worth $973K. The position accounts for 0.18% of the portfolio, ranked #47.

Landaas & Company first reported a position in BSMR in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Landaas & Company held 41,166 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $973K as of Q2 2026.
Landaas & Company bought 4,251 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $100K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.18% of Landaas & Company's portfolio in Q2 2026, its #47 holding.
Landaas & Company first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.