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

Paulson 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	$1.84M	Sell	77,726 -785	-1%	-$18.6K	0.39%	29
2026 Q1	$1.86M	Buy	78,511 +18,835	+32%	+$447K	0.44%	27
2025 Q4	$1.41M	Buy	59,676 +2,739	+5%	+$64.8K	0.33%	34
2025 Q3	$1.35M	Buy	56,937 +15,481	+37%	+$365K	0.32%	36
2025 Q2	$973K	Sell	41,456 -3,058	-7%	-$71.4K	0.25%	45
2025 Q1	$1.05M	Buy	44,514 +887	+2%	+$21K	0.3%	38
2024 Q4	$1.03M	Buy	43,627 +2,559	+6%	+$60.6K	0.28%	40
2024 Q3	$973K	Buy	41,068 +6,374	+18%	+$151K	0.26%	45
2024 Q2	$815K	Buy	34,694 +6,355	+22%	+$149K	0.24%	52
2024 Q1	$670K	Buy	28,339 +2,414	+9%	+$57.3K	0.2%	60
2023 Q4	$620K	Buy	25,925 +2,209	+9%	+$51.3K	0.2%	60
2023 Q3	$543K	Sell	23,716 -131	-0.5%	-$3.06K	0.19%	67
2023 Q2	$563K	Buy	23,847 +1,674	+8%	+$39.7K	0.19%	63
2023 Q1	$529K	Buy	22,173 +8,054	+57%	+$191K	0.24%	42
2022 Q4	$332K	Buy	+14,119	New	+$327K	0.16%	57

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

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

Paulson Wealth Management reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 1% in Q2 2026, selling an estimated $18.6K and leaving 77,726 shares worth $1.84M. The position accounts for 0.39% of the portfolio, ranked #29.

Paulson Wealth Management first reported a position in BSMR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.86M in Q1 2026. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Paulson Wealth Management held 77,726 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $1.84M as of Q2 2026.
Paulson Wealth Management sold 785 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $18.6K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.39% of Paulson Wealth Management's portfolio in Q2 2026, its #29 holding.
Paulson Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
Paulson Wealth Management's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $1.86M in Q1 2026.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.