LANDAAS & CO /WI /ADV BSMR — INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2027

Ownership history in LANDAAS & CO /WI /ADV  ·  4 quarters on record

AI Ownership Summary

LANDAAS & CO /WI /ADV reported INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2027 (BSMR) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.19% in 2026 Q1. The latest visible filing shows BSMR at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANDAAS & CO /WI /ADV's position in INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2027, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BSMR was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSMR stock page LANDAAS & CO /WI /ADV fund profile LANDAAS & CO /WI /ADV full holdings
How LANDAAS & CO /WI /ADV held BSMR — position size vs. price
% of Fund (quarterly)    BSMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 36,915 +4,219 +12.9% 0.19% $873K 2026-04-30 $23.53
2025 Q4 ADDED — — — 32,696 +15,791 +93.4% 0.17% $774K 2026-01-21 $23.49
2025 Q3 ADDED — — — 16,905 +4,844 +40.2% 0.09% $400K 2025-11-04 $23.24
2025 Q2 INITIATED — — — 12,061 — — 0.07% $283K 2025-08-11 $23.07

🏢 Other funds also holding BSMR

As of 2026 Q1 — sorted by position size

Coastline Complete Wealth LLC 2.44% Key FInancial Inc 3Y 1.44% CENTRAL VALLEY ADVISORS, LLC 1.09% Farnam Financial LLC 0.96% Vermillion & White Wealth Management Group, LLC 0.86% PRECEDENT WEALTH PARTNERS, LLC 0.81% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.77% Sarver Vrooman Wealth Advisors 0.53% Paulson Wealth Management Inc. 3Y 7Y 0.44% River Street Advisors LLC 3Y 0.37%

FAQ About LANDAAS & CO /WI /ADV and BSMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has LANDAAS & CO /WI /ADV reported owning BSMR?

LANDAAS & CO /WI /ADV reported BSMR across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported BSMR position in LANDAAS & CO /WI /ADV's portfolio?

The largest reported portfolio weight for BSMR was 0.19% in 2026 Q1.

What is the latest reported BSMR position on this page?

The most recent filing on this page is 2026 Q1, when LANDAAS & CO /WI /ADV reported 36,915 shares, equal to 0.19% of portfolio, with an estimated market value of $873K.

What does the chart on this BSMR ownership page compare?

The chart compares LANDAAS & CO /WI /ADV's quarterly BSMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LANDAAS & CO /WI /ADV time their BSMR position?

Based on 13F filing dates vs. subsequent BSMR price moves, LANDAAS & CO /WI /ADV correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on BSMR relative to SPY over the holding period was -14.3%.

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