West Branch Capital’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

West Branch 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	$11.8K	Hold	500	–	–	﹤0.01%	226
2026 Q1	$11.8K	Hold	500	–	–	﹤0.01%	217
2025 Q4	$11.8K	Hold	500	–	–	﹤0.01%	246
2025 Q3	$11.8K	Hold	500	–	–	﹤0.01%	258
2025 Q2	$11.7K	Hold	500	–	–	﹤0.01%	256
2025 Q1	$11.8K	Hold	500	–	–	﹤0.01%	266
2024 Q4	$11.8K	Hold	500	–	–	﹤0.01%	254
2024 Q3	$11.8K	Hold	500	–	–	﹤0.01%	254
2024 Q2	$11.7K	Hold	500	–	–	﹤0.01%	260
2024 Q1	$11.8K	Hold	500	–	–	﹤0.01%	265
2023 Q4	$12K	Hold	500	–	–	0.01%	267
2023 Q3	$11.4K	Hold	500	–	–	0.01%	266
2023 Q2	$11.8K	Hold	500	–	–	0.01%	268
2023 Q1	$11.9K	Hold	500	–	–	0.01%	273
2022 Q4	$11.8K	Hold	500	–	–	0.01%	270
2022 Q3	$11K	Hold	500	–	–	0.01%	270
2022 Q2	$12K	Buy	+500	New	+$11.8K	0.01%	258

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

West Branch Capital's BSMR Position: Q2 2026 in Review

West Branch Capital held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 500 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

West Branch Capital first reported a position in BSMR in Q2 2022 and has held it in 17 quarters since. The position peaked at $12K in Q2 2022. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

West Branch Capital held 500 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $11.8K as of Q2 2026.
West Branch Capital 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 West Branch Capital's portfolio in Q2 2026, its #226 holding.
West Branch Capital first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
West Branch Capital's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $12K in Q2 2022.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.