Cambridge Investment Research Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Cambridge Investment Research 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
2023 Q3	–	Sell	-16,664	Closed	-$392K	–	3153
2023 Q2	$392K	Buy	16,664 +4,964	+42%	+$117K	﹤0.01%	2317
2023 Q1	$278K	Hold	11,700	–	–	﹤0.01%	2555
2022 Q4	$275K	Hold	11,700	–	–	﹤0.01%	2499
2022 Q3	$267K	Hold	11,700	–	–	﹤0.01%	2460
2022 Q2	$277K	Buy	+11,700	New	+$278K	﹤0.01%	2448

Other funds holding BSMQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors's BSMQ Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q3 2023, closing a stake of 16,664 shares — an estimated $392K sold.

Cambridge Investment Research Advisors first reported a position in BSMQ in Q2 2022 and held it in 5 quarters. The position peaked at $392K in Q2 2023. 71 funds tracked by Wall St. Rank hold BSMQ as of Q3 2023.

Cambridge Investment Research Advisors reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 16,664 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2023, an estimated $392K.
Cambridge Investment Research Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2022 and held it in 5 quarters.
Cambridge Investment Research Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $392K in Q2 2023.
71 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.