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

OneDigital Investment 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	$569K	Hold	24,058	–	–	﹤0.01%	989
2026 Q1	$569K	Hold	24,058	–	–	0.01%	890
2025 Q4	$569K	Hold	24,058	–	–	0.01%	892
2025 Q3	$569K	Hold	24,058	–	–	0.01%	874
2025 Q2	$565K	Buy	24,058 +852	+4%	+$19.9K	0.01%	858
2025 Q1	$547K	Buy	23,206 +4,228	+22%	+$100K	0.01%	828
2024 Q4	$448K	Hold	18,978	–	–	0.01%	935
2024 Q3	$450K	Hold	18,978	–	–	0.01%	976
2024 Q2	$446K	Buy	+18,978	New	+$446K	0.01%	949

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

OneDigital Investment Advisors's BSMR Position: Q2 2026 in Review

OneDigital Investment Advisors held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 24,058 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

OneDigital Investment Advisors first reported a position in BSMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $569K in Q4 2025. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

OneDigital Investment Advisors held 24,058 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $569K as of Q2 2026.
OneDigital Investment Advisors left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #989 holding.
OneDigital Investment Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $569K in Q4 2025.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.