Precedent Wealth Partners’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Precedent Wealth Partners’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 Q3	$4.98M	Buy	214,181 +24,129	+13%	+$569K	0.77%	37
2026 Q2	$4.49M	Buy	190,052 +18,141	+11%	+$429K	0.75%	34
2026 Q1	$4.07M	Buy	171,911 +14,018	+9%	+$333K	0.81%	28
2025 Q4	$3.74M	Buy	157,893 +11,747	+8%	+$278K	0.78%	33
2025 Q3	$3.46M	Buy	146,146 +17,412	+14%	+$411K	0.76%	33
2025 Q2	$3.02M	Buy	128,734 +13,538	+12%	+$316K	0.74%	40
2025 Q1	$2.71M	Buy	115,196 +42,713	+59%	+$1.01M	0.75%	38
2024 Q4	$1.71M	Buy	72,483 +2,648	+4%	+$62.8K	0.56%	43
2024 Q3	$1.66M	Buy	69,835 +11,909	+21%	+$282K	0.55%	43
2024 Q2	$1.36M	Buy	57,926 +9,289	+19%	+$218K	0.55%	43
2024 Q1	$1.15M	Buy	48,637 +10,021	+26%	+$238K	0.49%	45
2023 Q4	$923K	Buy	+38,616	New	+$897K	0.47%	49

Other funds holding BSMR

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Precedent Wealth Partners's BSMR Position: Q3 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 13% in Q3 2026, buying an estimated $569K and bringing the position to 214,181 shares worth $4.98M. The position accounts for 0.77% of the portfolio, ranked #37.

Precedent Wealth Partners first reported a position in BSMR in Q4 2023 and has held it in 12 quarters since. 54 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

Precedent Wealth Partners held 214,181 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $4.98M as of Q3 2026.
Precedent Wealth Partners bought 24,129 Invesco BulletShares 2027 Municipal Bond ETF shares in Q3 2026, an estimated $569K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.77% of Precedent Wealth Partners's portfolio in Q3 2026, its #37 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
54 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.