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

Summit Trail Advisors’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
-33,451
Closed -$792K – 1447
2025
Q4 		$792K Buy
+33,451
New +$792K 0.01% 923

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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Summit Trail Advisors's BSMR Position: Q1 2026 in Review

Summit Trail Advisors sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2026, closing a stake of 33,451 shares — an estimated $792K sold.

Summit Trail Advisors first reported a position in BSMR in Q4 2025 and held it in 1 quarter. The position peaked at $792K in Q4 2025. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • Summit Trail Advisors reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 33,451 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $792K.
  • Summit Trail Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Summit Trail Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $792K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.