Sanctuary Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Sanctuary Advisors’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	$911K	Sell	38,550 -119,649	-76%	-$2.83M	﹤0.01%	1517
2026 Q1	$3.74M	Sell	158,199 -28,932	-15%	-$687K	0.02%	654
2025 Q4	$4.43M	Sell	187,131 -4,572	-2%	-$108K	0.02%	589
2025 Q3	$4.54M	Buy	191,703 +9,418	+5%	+$222K	0.03%	573
2025 Q2	$4.28M	Sell	182,285 -306	-0.2%	-$7.15K	0.03%	557
2025 Q1	$4.3M	Sell	182,591 -1,461	-0.8%	-$34.5K	0.03%	510
2024 Q4	$4.35M	Buy	184,052 +11,024	+6%	+$261K	0.03%	546
2024 Q3	$4.1M	Buy	173,028 +95,675	+124%	+$2.26M	0.03%	574
2024 Q2	$1.81M	Buy	+77,353	New	+$1.82M	0.01%	858

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

Sanctuary Advisors's BSMR Position: Q2 2026 in Review

Sanctuary Advisors reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 76% in Q2 2026, selling an estimated $2.83M and leaving 38,550 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Sanctuary Advisors first reported a position in BSMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.54M in Q3 2025. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Sanctuary Advisors held 38,550 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $911K as of Q2 2026.
Sanctuary Advisors sold 119,649 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $2.83M.
Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1517 holding.
Sanctuary Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $4.54M in Q3 2025.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.