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

NewEdge 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
2026
Q2 		$5.15M Buy
217,832
+14,192
+7% +$335K 0.02% 770
2026
Q1 		$4.82M Buy
203,640
+20,812
+11% +$494K 0.02% 705
2025
Q4 		$4.33M Buy
182,828
+12,552
+7% +$297K 0.02% 721
2025
Q3 		$4.03M Buy
170,276
+5,202
+3% +$123K 0.02% 712
2025
Q2 		$3.87M Buy
165,074
+9,799
+6% +$229K 0.02% 665
2025
Q1 		$3.66M Buy
155,275
+20,144
+15% +$476K 0.02% 615
2024
Q4 		$3.19M Buy
135,131
+10,434
+8% +$247K 0.02% 647
2024
Q3 		$2.96M Buy
124,697
+3,353
+3% +$79.3K 0.02% 648
2024
Q2 		$2.85M Buy
121,344
+5,081
+4% +$119K 0.02% 627
2024
Q1 		$2.75M Buy
116,263
+2,165
+2% +$51.4K 0.02% 583
2023
Q4 		$2.73M Buy
114,098
+1,706
+2% +$39.6K 0.03% 559
2023
Q3 		$2.57M Sell
112,392
-2,071
-2% -$48.5K 0.03% 520
2023
Q2 		$2.7M Sell
114,463
-1,345
-1% -$31.9K 0.03% 492
2023
Q1 		$2.76M Buy
115,808
+9,139
+9% +$217K 0.03% 442
2022
Q4 		$2.51K Buy
106,669
+18,450
+21% +$428K ﹤0.01% 2787
2022
Q3 		$2.01M Buy
88,219
+9,113
+12% +$216K 0.03% 429
2022
Q2 		$1.87M Buy
+79,106
New +$1.87M 0.03% 452

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

NewEdge Advisors's BSMR Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 7% in Q2 2026, buying an estimated $335K and bringing the position to 217,832 shares worth $5.15M. The position accounts for 0.02% of the portfolio, ranked #770.

NewEdge Advisors first reported a position in BSMR in Q2 2022 and has held it in 17 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • NewEdge Advisors held 217,832 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $5.15M as of Q2 2026.
  • NewEdge Advisors bought 14,192 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $335K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #770 holding.
  • NewEdge Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.