Meridian Wealth Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Meridian Wealth 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	$921K	Hold	38,953	–	–	0.03%	397
2026 Q1	$921K	Hold	38,953	–	–	0.03%	374
2025 Q4	$922K	Hold	38,953	–	–	0.03%	366
2025 Q3	$922K	Buy	38,953 +5,321	+16%	+$126K	0.04%	343
2025 Q2	$789K	Hold	33,632	–	–	0.03%	358
2025 Q1	$792K	Sell	33,632 -1,952	-5%	-$46.2K	0.04%	327
2024 Q4	$840K	Buy	35,584 +3,164	+10%	+$75K	0.04%	320
2024 Q3	$768K	Buy	32,420 +1,938	+6%	+$45.9K	0.04%	332
2024 Q2	$716K	Buy	+30,482	New	+$716K	0.09%	144
2024 Q1	–	Sell	-18,598	Closed	-$445K	–	225
2023 Q4	$445K	Buy	+18,598	New	+$432K	0.03%	410

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

Meridian Wealth Management's BSMR Position: Q2 2026 in Review

Meridian Wealth Management held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 38,953 shares worth $921K. The position accounts for 0.03% of the portfolio, ranked #397.

Meridian Wealth Management first reported a position in BSMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $922K in Q4 2025. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Meridian Wealth Management held 38,953 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $921K as of Q2 2026.
Meridian Wealth Management left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #397 holding.
Meridian Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Meridian Wealth Management's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $922K in Q4 2025.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.