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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
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 $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Western Wealth Management's BSMR Position: Q1 2026 in Review

Western Wealth Management reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 24% in Q1 2026, selling an estimated $83.1K and leaving 11,100 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #840.

Western Wealth Management first reported a position in BSMR in Q2 2025 and has held it in 4 quarters since. The position peaked at $346K in Q4 2025. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

  • Western Wealth Management held 11,100 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $263K as of Q1 2026.
  • Western Wealth Management sold 3,500 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $83.1K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #840 holding.
  • Western Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Western Wealth Management's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $346K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.