VAS
BSMR icon

Vestmark Advisory Solutions’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Vestmark Advisory Solutions’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 		$352K Buy
14,904
+2,118
+17% +$50.1K ﹤0.01% 1222
2026
Q1 		$302K Buy
+12,786
New +$303K ﹤0.01% 1174

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

Vestmark Advisory Solutions's BSMR Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 17% in Q2 2026, buying an estimated $50.1K and bringing the position to 14,904 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Vestmark Advisory Solutions first reported a position in BSMR in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Vestmark Advisory Solutions held 14,904 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $352K as of Q2 2026.
  • Vestmark Advisory Solutions bought 2,118 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $50.1K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1222 holding.
  • Vestmark Advisory Solutions first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.