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

Wingate Wealth 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 Q2	$365K	Buy	15,426 +104	+0.7%	+$2.46K	0.16%	93
2026 Q1	$362K	Buy	15,322 +102	+0.7%	+$2.42K	0.19%	89
2025 Q4	$360K	Buy	15,220 +100	+0.7%	+$2.37K	0.2%	89
2025 Q3	$358K	Buy	15,120 +106	+0.7%	+$2.5K	0.25%	81
2025 Q2	$352K	Buy	15,014 +109	+0.7%	+$2.54K	0.31%	75
2025 Q1	$351K	Buy	14,905 +6,411	+75%	+$152K	0.4%	64
2024 Q4	$200K	Buy	+8,494	New	+$201K	0.2%	92

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

Wingate Wealth Advisors's BSMR Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 0.68% in Q2 2026, buying an estimated $2.46K and bringing the position to 15,426 shares worth $365K. The position accounts for 0.16% of the portfolio, ranked #93.

Wingate Wealth Advisors first reported a position in BSMR in Q4 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Wingate Wealth Advisors held 15,426 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $365K as of Q2 2026.
Wingate Wealth Advisors bought 104 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $2.46K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.16% of Wingate Wealth Advisors's portfolio in Q2 2026, its #93 holding.
Wingate Wealth Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.