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Plante Moran Financial Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Plante Moran Financial 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 		$50.2K Buy
+2,122
New +$50.1K ﹤0.01% 354

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

Plante Moran Financial Advisors's BSMR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2026: 2,122 shares worth $50.2K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings.

143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Plante Moran Financial Advisors held 2,122 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $50.2K as of Q2 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #354 holding.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.