Wealth Enhancement Advisory Services’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Wealth Enhancement Advisory Services’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	-9,622	Closed	-$228K	–	3612
2025 Q4	$228K	Buy	9,622 +765	+9%	+$18.1K	﹤0.01%	3164
2025 Q3	$210K	Sell	8,857 -6,546	-42%	-$154K	﹤0.01%	3096
2025 Q2	$363K	Buy	15,403 +31	+0.2%	+$724	﹤0.01%	2474
2025 Q1	$362K	Buy	15,372 +1,489	+11%	+$35.2K	﹤0.01%	2297
2024 Q4	$328K	Buy	+13,883	New	+$329K	﹤0.01%	2311

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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services's BSMR Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2026, closing a stake of 9,622 shares — an estimated $228K sold.

Wealth Enhancement Advisory Services first reported a position in BSMR in Q4 2024 and held it in 5 quarters. The position peaked at $363K in Q2 2025. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 9,622 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $228K.
Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
Wealth Enhancement Advisory Services's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $363K in Q2 2025.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.