SNS Financial Group
BSMR icon

SNS Financial Group’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

SNS Financial Group’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 		$493K Buy
20,875
+3,410
+20% +$80.6K 0.01% 384
2026
Q1 		$413K Hold
17,465
– – 0.04% 148
2025
Q4 		$413K Buy
17,465
+6,800
+64% +$161K 0.04% 138
2025
Q3 		$252K Hold
10,665
– – 0.02% 181
2025
Q2 		$250K Buy
+10,665
New +$249K 0.02% 176

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
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SNS Financial Group's BSMR Position: Q2 2026 in Review

SNS Financial Group increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 20% in Q2 2026, buying an estimated $80.6K and bringing the position to 20,875 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #384.

SNS Financial Group first reported a position in BSMR in Q2 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • SNS Financial Group held 20,875 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $493K as of Q2 2026.
  • SNS Financial Group bought 3,410 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $80.6K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #384 holding.
  • SNS Financial Group first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.