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

SignatureFD’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	$2.13M	Hold	90,102	–	–	0.03%	248
2026 Q1	$2.13M	Buy	90,102 +2,522	+3%	+$59.9K	0.03%	215
2025 Q4	$2.07M	Hold	87,580	–	–	0.03%	213
2025 Q3	$2.07M	Buy	87,580 +44,916	+105%	+$1.06M	0.03%	213
2025 Q2	$1M	Hold	42,664	–	–	0.02%	358
2025 Q1	$1M	Buy	42,664 +35,950	+535%	+$850K	0.02%	344
2024 Q4	$158K	Buy	+6,714	New	+$159K	﹤0.01%	986

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

SignatureFD's BSMR Position: Q2 2026 in Review

SignatureFD held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 90,102 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #248.

SignatureFD first reported a position in BSMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.13M in Q1 2026. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

SignatureFD held 90,102 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $2.13M as of Q2 2026.
SignatureFD left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.03% of SignatureFD's portfolio in Q2 2026, its #248 holding.
SignatureFD first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
SignatureFD's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $2.13M in Q1 2026.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.