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Legacy Private Trust’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Legacy Private Trust’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
Q3 		$2.27M Sell
97,538
-2,246
-2% -$52.9K 0.12% 116
2026
Q2 		$2.36M Buy
99,784
+42,264
+73% +$999K 0.13% 116
2026
Q1 		$1.36M Buy
57,520
+24,512
+74% +$582K 0.08% 144
2025
Q4 		$781K Buy
33,008
+12,643
+62% +$299K 0.05% 167
2025
Q3 		$482K Buy
20,365
+9,190
+82% +$217K 0.03% 198
2025
Q2 		$262K Buy
+11,175
New +$261K 0.02% 223

Other funds holding BSMR

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Legacy Private Trust's BSMR Position: Q3 2026 in Review

Legacy Private Trust reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 2.3% in Q3 2026, selling an estimated $52.9K and leaving 97,538 shares worth $2.27M. The position accounts for 0.12% of the portfolio, ranked #116.

Legacy Private Trust first reported a position in BSMR in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.36M in Q2 2026. 9 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

  • Legacy Private Trust held 97,538 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $2.27M as of Q3 2026.
  • Legacy Private Trust sold 2,246 Invesco BulletShares 2027 Municipal Bond ETF shares in Q3 2026, an estimated $52.9K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.12% of Legacy Private Trust's portfolio in Q3 2026, its #116 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Legacy Private Trust's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $2.36M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.