Mercer Global Advisors
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Mercer Global Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Mercer Global Advisors’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
-11,506
Closed -$272K – 2162
2024
Q4 		$272K Buy
+11,506
New +$273K ﹤0.01% 1808

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

Mercer Global Advisors's BSMR Position: Q1 2025 in Review

Mercer Global Advisors sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2025, closing a stake of 11,506 shares — an estimated $272K sold.

Mercer Global Advisors first reported a position in BSMR in Q4 2024 and held it in 1 quarter. The position peaked at $272K in Q4 2024. 114 funds tracked by Wall St. Rank hold BSMR as of Q1 2025.

  • Mercer Global Advisors reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 11,506 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2025, an estimated $272K.
  • Mercer Global Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Mercer Global Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $272K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2025.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.