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Principal Securities’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Principal Securities’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
Q4 		– Sell
-2,929
Closed -$69.3K – 1626
2025
Q3 		$69.3K Sell
2,929
-27
-0.9% -$637 ﹤0.01% 1784
2025
Q2 		$69.4K Sell
2,956
-1,037
-26% -$24.2K ﹤0.01% 1722
2025
Q1 		$94.2K Hold
3,993
– – ﹤0.01% 1465
2024
Q4 		$94.2K Buy
+3,993
New +$94.6K ﹤0.01% 1463

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Principal Securities's BSMR Position: Q4 2025 in Review

Principal Securities sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q4 2025, closing a stake of 2,929 shares — an estimated $69.3K sold.

Principal Securities first reported a position in BSMR in Q4 2024 and held it in 4 quarters. The position peaked at $94.2K in Q1 2025. 137 funds tracked by Wall St. Rank hold BSMR as of Q4 2025.

  • Principal Securities reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,929 Invesco BulletShares 2027 Municipal Bond ETF shares in Q4 2025, an estimated $69.3K.
  • Principal Securities first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $94.2K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.