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

Sequoia Financial 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 		$540K Hold
22,860
– – ﹤0.01% 1298
2026
Q1 		$541K Sell
22,860
-5,539
-20% -$131K ﹤0.01% 1234
2025
Q4 		$672K Buy
+28,399
New +$672K ﹤0.01% 1105

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
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

Sequoia Financial Advisors's BSMR Position: Q2 2026 in Review

Sequoia Financial Advisors held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 22,860 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Sequoia Financial Advisors first reported a position in BSMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $672K in Q4 2025. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Sequoia Financial Advisors held 22,860 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $540K as of Q2 2026.
  • Sequoia Financial Advisors left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1298 holding.
  • Sequoia Financial Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $672K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.