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Sarver Vrooman Wealth Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Sarver Vrooman Wealth 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
Q3 		$840K Hold
36,117
– – 0.49% 8
2026
Q2 		$854K Buy
36,117
+72
+0.2% +$1.7K 0.51% 8
2026
Q1 		$853K Buy
36,045
+115
+0.3% +$2.73K 0.53% 7
2025
Q4 		$850K Buy
35,930
+165
+0.5% +$3.9K 0.54% 8
2025
Q3 		$846K Buy
35,765
+580
+2% +$13.7K 0.54% 8
2025
Q2 		$826K Hold
35,185
– – 0.55% 7
2025
Q1 		$829K Buy
+35,185
New +$832K 0.55% 7

Other funds holding BSMR

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CW
Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's BSMR Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q3 2026 at 36,117 shares worth $840K. The position accounts for 0.49% of the portfolio, ranked #8.

Sarver Vrooman Wealth Advisors first reported a position in BSMR in Q1 2025 and has held it in 7 quarters since. The position peaked at $854K in Q2 2026. 12 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

  • Sarver Vrooman Wealth Advisors held 36,117 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $840K as of Q3 2026.
  • Sarver Vrooman Wealth Advisors left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.49% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #8 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Sarver Vrooman Wealth Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $854K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.