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Beacon Pointe Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Beacon Pointe 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 		$722K Buy
30,563
+18,387
+151% +$435K ﹤0.01% 1126
2025
Q4 		$288K Sell
12,176
-24,470
-67% -$578K ﹤0.01% 1282
2025
Q3 		$866K Buy
36,646
+5,467
+18% +$129K 0.01% 809
2025
Q2 		$735K Sell
31,179
-206
-0.7% -$4.83K 0.01% 767
2025
Q1 		$741K Buy
31,385
+6
+0% +$142 0.01% 722
2024
Q4 		$740K Buy
31,379
+6
+0% +$142 0.01% 715
2024
Q3 		$745K Buy
31,373
+231
+0.7% +$5.46K 0.01% 719
2024
Q2 		$732K Buy
31,142
+4,481
+17% +$105K 0.01% 741
2024
Q1 		$628K Buy
26,661
+2,535
+11% +$60K 0.01% 832
2023
Q4 		$573K Buy
24,126
+8,582
+55% +$200K 0.01% 852
2023
Q3 		$357K Buy
15,544
+4
+0% +$93 ﹤0.01% 990
2023
Q2 		$365K Buy
15,540
+745
+5% +$17.6K 0.01% 818
2023
Q1 		$352K Buy
14,795
+5,321
+56% +$126K 0.01% 873
2022
Q4 		$223K Buy
+9,474
New +$220K ﹤0.01% 958

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B 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

Beacon Pointe Advisors's BSMQ Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 151% in Q1 2026, buying an estimated $435K and bringing the position to 30,563 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Beacon Pointe Advisors first reported a position in BSMQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $866K in Q3 2025. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

  • Beacon Pointe Advisors held 30,563 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $722K as of Q1 2026.
  • Beacon Pointe Advisors bought 18,387 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $435K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1126 holding.
  • Beacon Pointe Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Beacon Pointe Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $866K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.