Vermillion & White Wealth Management Group’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Vermillion & White Wealth Management 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 Q2	$932K	Buy	39,409 +396	+1%	+$9.36K	0.47%	22
2026 Q1	$923K	Buy	39,013 +149	+0.4%	+$3.54K	0.53%	21
2025 Q4	$923K	Buy	38,864 +4,908	+14%	+$116K	0.5%	20
2025 Q3	$803K	Hold	33,956	–	–	0.46%	22
2025 Q2	$797K	Sell	33,956 -12,642	-27%	-$295K	0.52%	21
2025 Q1	$1.1M	Buy	46,598 +7,591	+19%	+$180K	0.79%	19
2024 Q4	$921K	Hold	39,007	–	–	0.68%	28
2024 Q3	$924K	Hold	39,007	–	–	0.68%	30
2024 Q2	$916K	Hold	39,007	–	–	0.69%	30
2024 Q1	$923K	Buy	+39,007	New	+$927K	0.74%	29

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

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

Vermillion & White Wealth Management Group's BSMR Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 1% in Q2 2026, buying an estimated $9.36K and bringing the position to 39,409 shares worth $932K. The position accounts for 0.47% of the portfolio, ranked #22.

Vermillion & White Wealth Management Group first reported a position in BSMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.1M in Q1 2025. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Vermillion & White Wealth Management Group held 39,409 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $932K as of Q2 2026.
Vermillion & White Wealth Management Group bought 396 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $9.36K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.47% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #22 holding.
Vermillion & White Wealth Management Group first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Vermillion & White Wealth Management Group's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $1.1M in Q1 2025.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.