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Pinnacle Financial Group’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Pinnacle Financial Group’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
2025
Q2 		– Sell
-8,600
Closed -$203K – 103
2025
Q1 		$203K Buy
+8,600
New +$203K 0.07% 90

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pinnacle Financial Group's BSMR Position: Q2 2025 in Review

Pinnacle Financial Group sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2025, closing a stake of 8,600 shares — an estimated $203K sold.

Pinnacle Financial Group first reported a position in BSMR in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 120 funds tracked by Wall St. Rank hold BSMR as of Q2 2025.

  • Pinnacle Financial Group reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Financial Group sold 8,600 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2025, an estimated $203K.
  • Pinnacle Financial Group first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Pinnacle Financial Group's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $203K in Q1 2025.
  • 120 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2025.

Based on Pinnacle Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.