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

Larson Financial Group’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	$126K	Hold	5,349	–	–	﹤0.01%	1062
2026 Q1	$127K	Hold	5,349	–	–	﹤0.01%	890
2025 Q4	$127K	Hold	5,349	–	–	﹤0.01%	850
2025 Q3	$127K	Hold	5,349	–	–	﹤0.01%	823
2025 Q2	$126K	Hold	5,349	–	–	0.01%	776
2025 Q1	$126K	Buy	+5,349	New	+$126K	0.01%	733

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

Larson Financial Group's BSMR Position: Q2 2026 in Review

Larson Financial Group held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 5,349 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Larson Financial Group first reported a position in BSMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $127K in Q4 2025. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Larson Financial Group held 5,349 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $126K as of Q2 2026.
Larson Financial Group left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1062 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Larson Financial Group's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $127K in Q4 2025.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.