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Leavell Investment Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Leavell Investment Management’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 		$274K Hold
11,600
– – 0.01% 554
2026
Q1 		$274K Hold
11,600
– – 0.01% 535
2025
Q4 		$275K Buy
+11,600
New +$275K 0.01% 525

Other funds holding BSMR

KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FF
Farnam Financial Phoenix, Arizona $137M AUM 26.86% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Leavell Investment Management's BSMR Position: Q2 2026 in Review

Leavell Investment Management held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 11,600 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #554.

Leavell Investment Management first reported a position in BSMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $275K in Q4 2025. 45 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Leavell Investment Management held 11,600 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $274K as of Q2 2026.
  • Leavell Investment Management 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 Leavell Investment Management's portfolio in Q2 2026, its #554 holding.
  • Leavell Investment Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Leavell Investment Management's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $275K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.