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Western Wealth Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Western Wealth Management’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 		$251K Sell
10,600
-500
-5% -$11.8K 0.01% 890
2026
Q1 		$263K Sell
11,100
-3,500
-24% -$83.1K 0.01% 840
2025
Q4 		$346K Buy
14,600
+1,500
+11% +$35.5K 0.02% 618
2025
Q3 		$310K Buy
13,100
+4,000
+44% +$94.4K 0.02% 585
2025
Q2 		$214K Buy
+9,100
New +$213K 0.01% 673

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
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

Western Wealth Management's BSMR Position: Q2 2026 in Review

Western Wealth Management reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 4.5% in Q2 2026, selling an estimated $11.8K and leaving 10,600 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #890.

Western Wealth Management first reported a position in BSMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $346K in Q4 2025. 144 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

  • Western Wealth Management held 10,600 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $251K as of Q2 2026.
  • Western Wealth Management sold 500 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $11.8K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #890 holding.
  • Western Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Western Wealth Management's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $346K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.