Prospera Financial Services’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Prospera Financial Services’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	$331K	Sell	14,004 -695	-5%	-$16.4K	﹤0.01%	1203
2026 Q1	$348K	Buy	14,699 +1,420	+11%	+$33.7K	0.01%	1151
2025 Q4	$314K	Buy	13,279 +140	+1%	+$3.31K	0.01%	1132
2025 Q3	$311K	Buy	13,139 +130	+1%	+$3.07K	0.01%	1129
2025 Q2	$305K	Hold	13,009	–	–	0.01%	1098
2025 Q1	$306K	Buy	+13,009	New	+$308K	0.01%	982

Other funds holding BSMR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Prospera Financial Services's BSMR Position: Q2 2026 in Review

Prospera Financial Services reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 4.7% in Q2 2026, selling an estimated $16.4K and leaving 14,004 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Prospera Financial Services first reported a position in BSMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $348K in Q1 2026. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Prospera Financial Services held 14,004 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $331K as of Q2 2026.
Prospera Financial Services sold 695 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $16.4K.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1203 holding.
Prospera Financial Services first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Prospera Financial Services's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $348K in Q1 2026.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.