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 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

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

Sarver Vrooman Wealth Advisors's BSMR Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 0.2% in Q2 2026, buying an estimated $1.7K and bringing the position to 36,117 shares worth $854K. The position accounts for 0.51% of the portfolio, ranked #8.

Sarver Vrooman Wealth Advisors first reported a position in BSMR in Q1 2025 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Sarver Vrooman Wealth Advisors held 36,117 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $854K as of Q2 2026.
Sarver Vrooman Wealth Advisors bought 72 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $1.7K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.51% of Sarver Vrooman Wealth Advisors's portfolio in Q2 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 6 quarters since.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.