Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
Search
Sign in
Sign up
RJFSA
Raymond James Financial Services Advisors’s
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
Stock Holding History
Raymond James Financial Services Advisors’s Portfolio
BSMR Stock Details
BSMR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2024
Q3
$786K
Buy
33,180
+2,871
+
9
%
+$68K
﹤0.01%
2317
2024
Q2
$712K
Buy
30,309
+1,577
+
5
%
+$37K
﹤0.01%
2295
2024
Q1
$680K
Buy
28,732
+15,335
+
114
%
+$363K
﹤0.01%
2292
2023
Q4
$320K
Hold
13,397
–
–
﹤0.01%
2688
2023
Q3
$307K
Hold
13,397
–
–
﹤0.01%
2630
2023
Q2
$316K
Buy
+13,397
New
+$316K
﹤0.01%
2623
Sign up
Sign in
Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
Theme
Close