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

Summit 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
Q1 		$5.11M Buy
215,989
+1,600
+0.7% +$38K 0.07% 307
2025
Q4 		$5.07M Buy
214,389
+84
+0% +$1.99K 0.07% 260
2025
Q3 		$5.07M Buy
+214,305
New +$5.06M 0.08% 253

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Summit Financial's BSMR Position: Q1 2026 in Review

Summit Financial increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 0.75% in Q1 2026, buying an estimated $38K and bringing the position to 215,989 shares worth $5.11M. The position accounts for 0.07% of the portfolio, ranked #307.

Summit Financial first reported a position in BSMR in Q3 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • Summit Financial held 215,989 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $5.11M as of Q1 2026.
  • Summit Financial bought 1,600 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $38K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.07% of Summit Financial's portfolio in Q1 2026, its #307 holding.
  • Summit Financial first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.