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Almanack Investment Partners’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-1,071
Closed -$24K – 314
2022
Q3 		$24K Buy
+1,071
New +$25.4K ﹤0.01% 350

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Almanack Investment Partners's BSMQ Position: Q4 2022 in Review

Almanack Investment Partners sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q4 2022, closing a stake of 1,071 shares — an estimated $24K sold.

Almanack Investment Partners first reported a position in BSMQ in Q3 2022 and held it in 1 quarter. The position peaked at $24K in Q3 2022. 59 funds tracked by Wall St. Rank hold BSMQ as of Q4 2022.

  • Almanack Investment Partners reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,071 Invesco BulletShares 2026 Municipal Bond ETF shares in Q4 2022, an estimated $24K.
  • Almanack Investment Partners first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $24K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.