ACA
BSMQ icon

Aptus Capital Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Aptus Capital 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 		$1.6M Buy
67,643
+5,959
+10% +$141K 0.01% 509
2025
Q4 		$1.46M Buy
61,684
+374
+0.6% +$8.84K 0.01% 508
2025
Q3 		$1.45M Buy
61,310
+403
+0.7% +$9.5K 0.01% 492
2025
Q2 		$1.43M Buy
60,907
+4,635
+8% +$109K 0.01% 473
2025
Q1 		$1.33M Buy
56,272
+1,153
+2% +$27.3K 0.02% 457
2024
Q4 		$1.3M Buy
55,119
+4,225
+8% +$99.8K 0.02% 463
2024
Q3 		$1.21M Buy
50,894
+4,229
+9% +$100K 0.02% 375
2024
Q2 		$1.1M Hold
46,665
– – 0.02% 377
2024
Q1 		$1.1M Buy
+46,665
New +$1.1M 0.02% 384

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