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Midland Wealth Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Midland Wealth 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
Q2 		– Sell
-20,194
Closed -$476K – 175
2025
Q1 		$476K Hold
20,194
– – 0.03% 130
2024
Q4 		$477K Hold
20,194
– – 0.03% 137
2024
Q3 		$479K Hold
20,194
– – 0.03% 139
2024
Q2 		$474K Buy
20,194
+1,075
+6% +$25.3K 0.03% 145
2024
Q1 		$452K Hold
19,119
– – 0.03% 144
2023
Q4 		$457K Buy
+19,119
New +$444K 0.03% 142

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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Midland Wealth Advisors's BSMR Position: Q2 2025 in Review

Midland Wealth Advisors sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2025, closing a stake of 20,194 shares — an estimated $476K sold.

Midland Wealth Advisors first reported a position in BSMR in Q4 2023 and held it in 6 quarters. The position peaked at $479K in Q3 2024. 120 funds tracked by Wall St. Rank hold BSMR as of Q2 2025.

  • Midland Wealth Advisors reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Midland Wealth Advisors sold 20,194 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2025, an estimated $476K.
  • Midland Wealth Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2023 and held it in 6 quarters.
  • Midland Wealth Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $479K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2025.

Based on Midland Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.