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 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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Precedent Wealth Partners's BSMR Position: Q2 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 11% in Q2 2026, buying an estimated $429K and bringing the position to 190,052 shares worth $4.49M. The position accounts for 0.75% of the portfolio, ranked #34.

Precedent Wealth Partners first reported a position in BSMR in Q4 2023 and has held it in 11 quarters since. 64 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Precedent Wealth Partners held 190,052 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $4.49M as of Q2 2026.
Precedent Wealth Partners bought 18,141 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $429K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.75% of Precedent Wealth Partners's portfolio in Q2 2026, its #34 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.