MML Investors Services
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MML Investors Services’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

MML Investors Services’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 		$2.26M Buy
95,568
+26,104
+38% +$617K ﹤0.01% 1454
2026
Q1 		$1.64M Sell
69,464
-18,557
-21% -$440K ﹤0.01% 1434
2025
Q4 		$2.08M Buy
88,021
+16,076
+22% +$380K 0.01% 1352
2025
Q3 		$1.7M Sell
71,945
-2,039
-3% -$48.1K ﹤0.01% 1404
2025
Q2 		$1.74M Buy
73,984
+13,556
+22% +$317K 0.01% 1329
2025
Q1 		$1.42M Buy
60,428
+23,390
+63% +$553K ﹤0.01% 1363
2024
Q4 		$874K Buy
37,038
+10,633
+40% +$252K ﹤0.01% 1597
2024
Q3 		$626K Buy
26,405
+1,283
+5% +$30.4K ﹤0.01% 1723
2024
Q2 		$590K Buy
25,122
+1,488
+6% +$35K ﹤0.01% 1680
2024
Q1 		$559K Buy
23,634
+1,978
+9% +$47K ﹤0.01% 1736
2023
Q4 		$518K Buy
21,656
+4,503
+26% +$105K ﹤0.01% 1731
2023
Q3 		$393K Buy
17,153
+3,935
+30% +$92.1K ﹤0.01% 1769
2023
Q2 		$312K Buy
13,218
+4,757
+56% +$113K ﹤0.01% 1921
2023
Q1 		$202K Buy
+8,461
New +$201K ﹤0.01% 1909

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
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

MML Investors Services's BSMR Position: Q2 2026 in Review

MML Investors Services increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 38% in Q2 2026, buying an estimated $617K and bringing the position to 95,568 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

MML Investors Services first reported a position in BSMR in Q1 2023 and has held it in 14 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • MML Investors Services held 95,568 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $2.26M as of Q2 2026.
  • MML Investors Services bought 26,104 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $617K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1454 holding.
  • MML Investors Services first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.