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 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

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

Voisard Asset Management Group's BSMR Position: Q2 2026 in Review

Voisard Asset Management Group held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 21,920 shares worth $518K. The position accounts for 0.1% of the portfolio, ranked #64.

Voisard Asset Management Group first reported a position in BSMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $519K in Q4 2025. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Voisard Asset Management Group held 21,920 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $518K as of Q2 2026.
Voisard Asset Management Group left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.1% of Voisard Asset Management Group's portfolio in Q2 2026, its #64 holding.
Voisard Asset Management Group first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
Voisard Asset Management Group's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $519K in Q4 2025.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.