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AA Financial Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

AA Financial Advisors’s Portfolio BSMQ Stock Details BSMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$544K Sell
23,023
-334
-1% -$7.9K 0.08% 134
2025
Q4 		$552K Buy
23,357
+1,703
+8% +$40.2K 0.1% 118
2025
Q3 		$512K Buy
21,654
+97
+0.4% +$2.29K 0.1% 111
2025
Q2 		$508K Sell
21,557
-1,081
-5% -$25.4K 0.11% 111
2025
Q1 		$534K Buy
22,638
+491
+2% +$11.6K 0.13% 98
2024
Q4 		$522K Sell
22,147
-1,294
-6% -$30.6K 0.14% 96
2024
Q3 		$556K Buy
23,441
+1,698
+8% +$40.1K 0.16% 95
2024
Q2 		$511K Buy
21,743
+2,794
+15% +$65.6K 0.18% 96
2024
Q1 		$447K Buy
18,949
+2,531
+15% +$59.9K 0.18% 98
2023
Q4 		$390K Buy
+16,418
New +$382K 0.26% 43

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return