Voisard Asset Management Group’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Voisard Asset 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 Q3	$395K	Sell	16,980 -4,940	-23%	-$116K	0.07%	75
2026 Q2	$518K	Hold	21,920	–	–	0.1%	64
2026 Q1	$518K	Hold	21,920	–	–	0.11%	61
2025 Q4	$519K	Buy	21,920 +4,940	+29%	+$117K	0.11%	61
2025 Q3	$402K	Hold	16,980	–	–	0.09%	61
2025 Q2	$399K	Buy	16,980 +3,850	+29%	+$89.9K	0.1%	63
2025 Q1	$309K	Buy	13,130 +4,230	+48%	+$100K	0.09%	67
2024 Q4	$210K	Hold	8,900	–	–	0.07%	79
2024 Q3	$211K	Buy	+8,900	New	+$211K	0.09%	80

Other funds holding BSMR

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Voisard Asset Management Group's BSMR Position: Q3 2026 in Review

Voisard Asset Management Group reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 23% in Q3 2026, selling an estimated $116K and leaving 16,980 shares worth $395K. The position accounts for 0.07% of the portfolio, ranked #75.

Voisard Asset Management Group first reported a position in BSMR in Q3 2024 and has held it in 9 quarters since. The position peaked at $519K in Q4 2025. 12 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

Voisard Asset Management Group held 16,980 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $395K as of Q3 2026.
Voisard Asset Management Group sold 4,940 Invesco BulletShares 2027 Municipal Bond ETF shares in Q3 2026, an estimated $116K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.07% of Voisard Asset Management Group's portfolio in Q3 2026, its #75 holding.
Voisard Asset Management Group first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2024 and has held it in 9 quarters since.
Voisard Asset Management Group's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $519K in Q4 2025.
12 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

Based on Voisard Asset Management Group's 13F filing for Q3 2026, filed 13 Oct 2026.