World Investment Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

World Investment 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	$302K	Hold	12,786	–	–	0.01%	1221
2026 Q1	$302K	Buy	+12,786	New	+$303K	﹤0.01%	1252

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

World Investment Advisors's BSMR Position: Q2 2026 in Review

World Investment Advisors held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q2 2026 at 12,786 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #1221.

World Investment Advisors first reported a position in BSMR in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

World Investment Advisors held 12,786 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $302K as of Q2 2026.
World Investment Advisors 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 World Investment Advisors's portfolio in Q2 2026, its #1221 holding.
World Investment Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.