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Wedmont Private Capital’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Wedmont Private Capital’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 		$720K Buy
+30,480
New +$720K 0.02% 438

Other funds holding BSMR

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Wedmont Private Capital's BSMR Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q2 2026: 30,480 shares worth $720K. The stake represents 0.02% of the portfolio and ranks #438 among its holdings.

20 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Wedmont Private Capital held 30,480 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $720K as of Q2 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF was a new Wedmont Private Capital position in Q2 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #438 holding.
  • 20 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.