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 Q3	$602K	Hold	25,872	–	–	0.3%	102
2026 Q2	$612K	Hold	25,872	–	–	0.3%	96
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

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

WESPAC Advisors's BSMR Position: Q3 2026 in Review

WESPAC Advisors held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q3 2026 at 25,872 shares worth $602K. The position accounts for 0.3% of the portfolio, ranked #102.

WESPAC Advisors first reported a position in BSMR in Q1 2024 and has held it in 11 quarters since. The position peaked at $820K in Q1 2024. 53 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

WESPAC Advisors held 25,872 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $602K as of Q3 2026.
WESPAC Advisors left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.3% of WESPAC Advisors's portfolio in Q3 2026, its #102 holding.
WESPAC Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2024 and has held it in 11 quarters since.
WESPAC Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $820K in Q1 2024.
53 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.