Bill Few Associates’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Bill Few Associates’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 Q2	$411K	Hold	17,462	–	–	0.09%	146
2026 Q1	$413K	Hold	17,462	–	–	0.1%	137
2025 Q4	$413K	Hold	17,462	–	–	0.1%	131
2025 Q3	$413K	Hold	17,462	–	–	0.11%	127
2025 Q2	$411K	Hold	17,462	–	–	0.12%	121
2025 Q1	$412K	Hold	17,462	–	–	0.15%	112
2024 Q4	$412K	Hold	17,462	–	–	0.14%	108
2024 Q3	$415K	Hold	17,462	–	–	0.15%	113
2024 Q2	$410K	Buy	17,462 +4,265	+32%	+$100K	0.16%	108
2024 Q1	$311K	Hold	13,197	–	–	0.13%	125
2023 Q4	$314K	Buy	13,197 +4,275	+48%	+$99.6K	0.14%	116
2023 Q3	$205K	Hold	8,922	–	–	0.11%	134
2023 Q2	$210K	Hold	8,922	–	–	0.11%	130
2023 Q1	$212K	Hold	8,922	–	–	0.12%	127
2022 Q4	$210K	Hold	8,922	–	–	0.12%	122
2022 Q3	$203K	Hold	8,922	–	–	0.14%	111
2022 Q2	$211K	Buy	+8,922	New	+$212K	0.13%	112

Other funds holding BSMQ

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return