Wealthcare Advisory Partners’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Wealthcare Advisory Partners’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	$755K	Hold	31,920	–	–	0.01%	584
2026 Q1	$755K	Hold	31,920	–	–	0.01%	585
2025 Q4	$755K	Hold	31,920	–	–	0.01%	580
2025 Q3	$755K	Sell	31,920 -1,300	-4%	-$30.7K	0.02%	572
2025 Q2	$780K	Buy	33,220 +2,372	+8%	+$55.4K	0.02%	534
2025 Q1	$726K	Hold	30,848	–	–	0.02%	506
2024 Q4	$728K	Buy	+30,848	New	+$731K	0.02%	486

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

Wealthcare Advisory Partners's BSMR Position: Q2 2026 in Review

Wealthcare Advisory Partners held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 31,920 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #584.

Wealthcare Advisory Partners first reported a position in BSMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $780K in Q2 2025. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Wealthcare Advisory Partners held 31,920 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $755K as of Q2 2026.
Wealthcare Advisory Partners left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #584 holding.
Wealthcare Advisory Partners first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Wealthcare Advisory Partners's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $780K in Q2 2025.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.