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Anchor Investment Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Anchor Investment Management’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
2025
Q3 		– Sell
-3,000
Closed -$70.7K – 1070
2025
Q2 		$70.7K Hold
3,000
– – 0.01% 532
2025
Q1 		$70.8K Buy
+3,000
New +$71K 0.01% 516

Other funds holding BSMQ

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Anchor Investment Management's BSMQ Position: Q3 2025 in Review

Anchor Investment Management sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q3 2025, closing a stake of 3,000 shares — an estimated $70.7K sold.

Anchor Investment Management first reported a position in BSMQ in Q1 2025 and held it in 2 quarters. The position peaked at $70.8K in Q1 2025. 140 funds tracked by Wall St. Rank hold BSMQ as of Q3 2025.

  • Anchor Investment Management reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Anchor Investment Management sold 3,000 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2025, an estimated $70.7K.
  • Anchor Investment Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2025 and held it in 2 quarters.
  • Anchor Investment Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $70.8K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2025.

Based on Anchor Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.