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

StoneX 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 Q1	–	Sell	-14,315	Closed	-$339K	–	949
2025 Q4	$339K	Sell	14,315 -6,181	-30%	-$146K	0.01%	655
2025 Q3	$485K	Sell	20,496 -1,603	-7%	-$37.8K	0.02%	548
2025 Q2	$519K	Sell	22,099 -6,160	-22%	-$144K	0.03%	491
2025 Q1	$665K	Buy	28,259 +1,444	+5%	+$34.1K	0.04%	391
2024 Q4	$633K	Buy	+26,815	New	+$636K	0.03%	403

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

StoneX Group's BSMR Position: Q1 2026 in Review

StoneX Group sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2026, closing a stake of 14,315 shares — an estimated $339K sold.

StoneX Group first reported a position in BSMR in Q4 2024 and held it in 5 quarters. The position peaked at $665K in Q1 2025. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

StoneX Group reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 14,315 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $339K.
StoneX Group first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
StoneX Group's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $665K in Q1 2025.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.