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

Mission 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 		$1.48M Buy
+62,477
New +$1.48M 0.02% 370

Other funds holding BSMR

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Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
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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
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Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
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Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
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River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
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Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
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Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

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

Mission Wealth Management opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2026: 62,477 shares worth $1.48M. The stake represents 0.02% of the portfolio and ranks #370 among its holdings.

34 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Mission Wealth Management held 62,477 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $1.48M as of Q2 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF was a new Mission Wealth Management position in Q2 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #370 holding.
  • 34 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.