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

Sound Stewardship’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 Q3	$285K	Buy	+12,256	New	+$289K	0.12%	62

Other funds holding BSMR

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Horizons Wealth Management Asheville, North Carolina $160M AUM

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Sound Stewardship's BSMR Position: Q3 2026 in Review

Sound Stewardship opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q3 2026: 12,256 shares worth $285K. The stake represents 0.12% of the portfolio and ranks #62 among its holdings.

13 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

Sound Stewardship held 12,256 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $285K as of Q3 2026.
Invesco BulletShares 2027 Municipal Bond ETF was a new Sound Stewardship position in Q3 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.12% of Sound Stewardship's portfolio in Q3 2026, its #62 holding.
13 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.