YANKCOM Partnership’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

YANKCOM Partnership’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 Q3	$540K	Hold	23,226	–	–	0.19%	94
2026 Q2	$549K	Hold	23,226	–	–	0.2%	93
2026 Q1	$549K	Hold	23,226	–	–	0.23%	92
2025 Q4	$550K	Hold	23,226	–	–	0.23%	90
2025 Q3	$550K	Hold	23,226	–	–	0.25%	91
2025 Q2	$545K	Buy	23,226 +6,423	+38%	+$150K	0.27%	90
2025 Q1	$396K	Hold	16,803	–	–	0.22%	102
2024 Q4	$397K	Buy	+16,803	New	+$398K	0.21%	102

Other funds holding BSMR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

YANKCOM Partnership's BSMR Position: Q3 2026 in Review

YANKCOM Partnership held its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) position steady in Q3 2026 at 23,226 shares worth $540K. The position accounts for 0.19% of the portfolio, ranked #94.

YANKCOM Partnership first reported a position in BSMR in Q4 2024 and has held it in 8 quarters since. The position peaked at $550K in Q4 2025. 105 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

YANKCOM Partnership held 23,226 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $540K as of Q3 2026.
YANKCOM Partnership left its Invesco BulletShares 2027 Municipal Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.19% of YANKCOM Partnership's portfolio in Q3 2026, its #94 holding.
YANKCOM Partnership first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $550K in Q4 2025.
105 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.