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Steward Partners Investment Advisory’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Steward Partners Investment Advisory’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 		$1.13M Sell
47,946
-49
-0.1% -$1.16K 0.01% 1225
2026
Q1 		$1.14M Buy
47,995
+2,833
+6% +$67.2K 0.01% 1099
2025
Q4 		$1.07M Buy
45,162
+25,099
+125% +$594K 0.01% 1041
2025
Q3 		$475K Buy
20,063
+11,114
+124% +$262K ﹤0.01% 1406
2025
Q2 		$210K Buy
8,949
+7,646
+587% +$179K ﹤0.01% 1742
2025
Q1 		$30.7K Sell
1,303
-4,082
-76% -$96.5K ﹤0.01% 2620
2024
Q4 		$127K Sell
5,385
-130
-2% -$3.08K ﹤0.01% 1858
2024
Q3 		$131K Sell
5,515
-5,235
-49% -$124K ﹤0.01% 1741
2024
Q2 		$252K Sell
10,750
-24,235
-69% -$570K ﹤0.01% 1343
2024
Q1 		$828K Sell
34,985
-2,162
-6% -$51.4K 0.01% 866
2023
Q4 		$888K Sell
37,147
-6,949
-16% -$161K 0.01% 776
2023
Q3 		$1.01M Buy
44,096
+2,646
+6% +$61.9K 0.02% 673
2023
Q2 		$978K Buy
41,450
+14,853
+56% +$352K 0.01% 694
2023
Q1 		$635K Sell
26,597
-1,198
-4% -$28.5K 0.01% 836
2022
Q4 		$654K Buy
+27,795
New +$644K 0.01% 805

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

Steward Partners Investment Advisory's BSMR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 0.1% in Q2 2026, selling an estimated $1.16K and leaving 47,946 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1225.

Steward Partners Investment Advisory first reported a position in BSMR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q1 2026. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Steward Partners Investment Advisory held 47,946 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $1.13M as of Q2 2026.
  • Steward Partners Investment Advisory sold 49 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $1.16K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1225 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $1.14M in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.