Stifel Financial
BSMR icon

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

Stifel Financial’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 		$1.86M Buy
78,505
+9,729
+14% +$230K ﹤0.01% 2148
2026
Q1 		$1.63M Sell
68,776
-7,829
-10% -$186K ﹤0.01% 2113
2025
Q4 		$1.81M Buy
76,605
+10,071
+15% +$238K ﹤0.01% 2000
2025
Q3 		$1.57M Buy
66,534
+3,430
+5% +$80.9K ﹤0.01% 2082
2025
Q2 		$1.48M Buy
63,104
+7,692
+14% +$180K ﹤0.01% 2058
2025
Q1 		$1.3M Buy
55,412
+6,477
+13% +$153K ﹤0.01% 2056
2024
Q4 		$1.15M Sell
48,935
-4,794
-9% -$114K ﹤0.01% 2160
2024
Q3 		$1.27M Buy
53,729
+42,252
+368% +$1,000K ﹤0.01% 2063
2024
Q2 		$269K Sell
11,477
-1,817
-14% -$42.7K ﹤0.01% 2965
2024
Q1 		$314K Buy
13,294
+187
+1% +$4.44K ﹤0.01% 2889
2023
Q4 		$313K Sell
13,107
-48
-0.4% -$1.11K ﹤0.01% 2819
2023
Q3 		$301K Sell
13,155
-356
-3% -$8.33K ﹤0.01% 2790
2023
Q2 		$319K Buy
13,511
+785
+6% +$18.6K ﹤0.01% 2787
2023
Q1 		$304K Sell
12,726
-46
-0.4% -$1.09K ﹤0.01% 2806
2022
Q4 		$300K Buy
+12,772
New +$296K ﹤0.01% 2770

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

Stifel Financial's BSMR Position: Q2 2026 in Review

Stifel Financial increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 14% in Q2 2026, buying an estimated $230K and bringing the position to 78,505 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Stifel Financial first reported a position in BSMR in Q4 2022 and has held it in 15 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Stifel Financial held 78,505 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $1.86M as of Q2 2026.
  • Stifel Financial bought 9,729 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $230K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2148 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.