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

Sentinel Pension 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	$686K	Buy	29,041 +17	+0.1%	+$402	0.09%	75
2026 Q1	$687K	Buy	29,024 +857	+3%	+$20.3K	0.1%	67
2025 Q4	$667K	Buy	28,167 +16	+0.1%	+$379	0.1%	71
2025 Q3	$666K	Buy	28,151 +17	+0.1%	+$401	0.11%	65
2025 Q2	$660K	Sell	28,134 -837	-3%	-$19.5K	0.11%	63
2025 Q1	$682K	Buy	28,971 +1,484	+5%	+$35.1K	0.13%	60
2024 Q4	$649K	Buy	27,487 +7,587	+38%	+$180K	0.12%	61
2024 Q3	$472K	Buy	19,900 +2,569	+15%	+$60.8K	0.09%	76
2024 Q2	$407K	Buy	17,331 +5,110	+42%	+$120K	0.08%	78
2024 Q1	$289K	Buy	+12,221	New	+$290K	0.06%	82

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

Sentinel Pension Advisors's BSMR Position: Q2 2026 in Review

Sentinel Pension Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 0.06% in Q2 2026, buying an estimated $402 and bringing the position to 29,041 shares worth $686K. The position accounts for 0.09% of the portfolio, ranked #75.

Sentinel Pension Advisors first reported a position in BSMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $687K in Q1 2026. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Sentinel Pension Advisors held 29,041 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $686K as of Q2 2026.
Sentinel Pension Advisors bought 17 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $402.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.09% of Sentinel Pension Advisors's portfolio in Q2 2026, its #75 holding.
Sentinel Pension Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sentinel Pension Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $687K in Q1 2026.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.