WESPAC Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

WESPAC Advisors’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	$612K	Hold	25,872	–	–	0.34%	95
2025 Q4	$612K	Hold	25,872	–	–	0.33%	92
2025 Q3	$612K	Hold	25,872	–	–	0.36%	104
2025 Q2	$607K	Buy	25,872 +8,550	+49%	+$200K	0.42%	98
2025 Q1	$408K	Hold	17,322	–	–	0.33%	103
2024 Q4	$409K	Hold	17,322	–	–	0.3%	111
2024 Q3	$411K	Hold	17,322	–	–	0.3%	106
2024 Q2	$407K	Sell	17,322 -17,322	-50%	-$407K	0.32%	106
2024 Q1	$820K	Buy	+34,644	New	+$823K	0.48%	78

Other funds holding BSMR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WESPAC Advisors's BSMR Position: Q1 2026 in Review

WESPAC Advisors held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q1 2026 at 25,872 shares worth $612K. The position accounts for 0.34% of the portfolio, ranked #95.

WESPAC Advisors first reported a position in BSMR in Q1 2024 and has held it in 9 quarters since. The position peaked at $820K in Q1 2024. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

WESPAC Advisors held 25,872 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $612K as of Q1 2026.
WESPAC Advisors left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.34% of WESPAC Advisors's portfolio in Q1 2026, its #95 holding.
WESPAC Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
WESPAC Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $820K in Q1 2024.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.