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BSMR

Invesco BulletShares 2027 Municipal Bond ETF
1W: -0.3% 1M: -0.8% 3M: -0.1% YTD: +0.2% 1Y: +2.1% 3Y: +7.5% 5Y: +2.9%
$23.62
-0.01 (-0.05%)
 
ETF NASDAQ · AUM $321.3M
ETF-Level Metrics
AUM$321M
Holdings8
Top 10 Wt2.9%
Beta0.57
% Profitable0%
Coverage1%
Portfolio Valuation
P/E8.5
P/B0.9
P/S0.8
EV/EBITDA7.2
P/FCF5.4
PEG0.21
Profitability & Returns
Gross Margin48.3%
Net Margin9.1%
ROE11.3%
ROA1.3%
ROIC9.2%
Div Yield0.14%
Leverage & Liquidity
Debt/Equity0.89
Debt/Assets0.11
Net Debt/EBITDA3.2x
Interest Cov2.1x
Current Ratio0.30
Quick Ratio0.26
Growth (YoY)
Revenue+17.8%
Net Income-6.8%
EPS-9.0%
FCF-25.1%
EBITDA-30.1%
Rev CAGR 3Y+22.5%
Quality Scores
Piotroski F4.3
Altman Z-0.12
IS Quality62.9
IS Overall41.9
IS Value69.6
Median P/E9.1

Sector Breakdown

3 sectors
Sector # Holdings Total Weight % Avg P/E
Other 2412 98.1%
Financial Services 8 1.9% 6.5
Consumer Cyclical 1 0.1% 6.9

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 2421 holdings · Page 1 of 49
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Commonwealth of Pennsylvania CNJFX 0.80% $2.6M 2,490,000 $7M Financial Services
2 California State University CALB 0.58% $1.8M 1,790,000 9.7 $213M Financial Services
3 State of Illinois Private 0.50% $1.6M 1,530,000
4 CASH & EQUIVALENTS Cash 0.46% $1.5M 1,478,712
5 California State Public Works Board CALB 0.38% $1.2M 1,160,000 9.7 $213M Financial Services
6 State of New Jersey Private 0.34% $1.1M 1,040,000
7 New York City Municipal Water Finance Authority Bond 0.32% $1.0M 1,000,000
8 County of Clark NV Private 0.32% $1.0M 990,000
9 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.32% $1.0M 1,015,000
10 Hudson Yards Infrastructure Corp Private 0.31% $1.0M 995,000
11 Hudson Yards Infrastructure Corp Private 0.30% $975,009 960,000
12 California Health Facilities Financing Authority Private 0.27% $851,876 815,000
13 Texas Water Development Board Private 0.26% $828,875 820,000
14 City of Houston TX Combined Utility System Revenue Private 0.26% $826,466 810,000
15 State of California Private 0.25% $796,212 760,000
16 New York State Dormitory Authority Private 0.23% $724,985 720,000
17 Maryland Health & Higher Educational Facilities Authority Private 0.22% $717,759 715,000
18 State of Illinois Private 0.22% $701,305 675,000
19 Auburn School District No 408 of King & Pierce Counties Private 0.22% $700,880 675,000
20 Pennsylvania Turnpike Commission Private 0.22% $691,269 675,000
21 Anaheim Housing & Public Improvements Authority Private 0.21% $676,925 655,000
22 State of Minnesota Private 0.21% $663,236 640,000
23 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.21% $662,597 635,000
24 City of Chicago IL Waterworks Revenue Private 0.20% $634,713 615,000
25 Virginia Public Building Authority Private 0.20% $635,917 625,000
26 State of California Private 0.19% $628,358 605,000
27 State of California Private 0.19% $626,328 605,000
28 Triborough Bridge & Tunnel Authority Private 0.19% $611,455 595,000
29 Washington Metropolitan Area Transit Authority Private 0.19% $613,731 600,000
30 North Texas Tollway Authority Private 0.19% $598,474 595,000
31 State of Illinois Private 0.19% $597,328 585,000
32 City of New York NY Private 0.18% $596,331 575,000
33 California Health Facilities Financing Authority Private 0.18% $596,973 620,000
34 University of California Private 0.18% $588,021 575,000
35 Washington Metropolitan Area Transit Authority Private 0.18% $586,053 570,000
36 State of California Private 0.18% $580,202 555,000
37 State of North Carolina Private 0.18% $576,950 560,000
38 New York City Municipal Water Finance Authority Bond 0.18% $579,937 565,000
39 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.18% $581,624 575,000
40 Commonwealth of Massachusetts Private 0.18% $568,649 555,000
41 Triborough Bridge & Tunnel Authority Private 0.17% $552,845 540,000
42 Tampa-Hillsborough County Expressway Authority Private 0.17% $554,814 550,000
43 State of North Carolina Private 0.17% $545,224 530,000
44 State of Illinois Private 0.17% $553,659 535,000
45 Central Florida Expressway Authority Private 0.17% $548,496 530,000
46 Triborough Bridge & Tunnel Authority Private 0.17% $544,939 525,000
47 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.17% $537,381 515,000
48 State of Connecticut Private 0.17% $545,697 525,000
49 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.17% $540,932 525,000
50 State of Mississippi Private 0.17% $529,335 510,000
1 2 3 ... 49 Next →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms