Silverlake Wealth Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Silverlake Wealth Management’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	–	Sell	-14,619	Closed	-$346K	–	396
2026 Q1	$346K	Buy	14,619 +6	+0%	+$142	0.07%	258
2025 Q4	$346K	Buy	14,613 +2,845	+24%	+$67.3K	0.08%	247
2025 Q3	$278K	Hold	11,768	–	–	0.07%	271
2025 Q2	$276K	Hold	11,768	–	–	0.08%	257
2025 Q1	$277K	Hold	11,768	–	–	0.1%	202
2024 Q4	$278K	Buy	11,768 +844	+8%	+$20K	0.11%	208
2024 Q3	$259K	Hold	10,924	–	–	0.1%	224
2024 Q2	$256K	Hold	10,924	–	–	0.11%	212
2024 Q1	$258K	Buy	+10,924	New	+$259K	0.13%	189

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

Silverlake Wealth Management's BSMR Position: Q2 2026 in Review

Silverlake Wealth Management sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2026, closing a stake of 14,619 shares — an estimated $346K sold.

Silverlake Wealth Management first reported a position in BSMR in Q1 2024 and held it in 9 quarters. The position peaked at $346K in Q4 2025. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Silverlake Wealth Management reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Silverlake Wealth Management sold 14,619 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $346K.
Silverlake Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2024 and held it in 9 quarters.
Silverlake Wealth Management's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $346K in Q4 2025.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.