Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Carson Wealth (CWM LLC)’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 		$13.1K Sell
554
-23
-4% -$544 ﹤0.01% 4671
2025
Q4 		$14K Sell
577
-10,292
-95% -$243K ﹤0.01% 4357
2025
Q3 		$257K Buy
10,869
+73
+0.7% +$1.72K ﹤0.01% 2251
2025
Q2 		$254K Buy
10,796
+72
+0.7% +$1.69K ﹤0.01% 1975
2025
Q1 		$253K Sell
10,724
-1,189
-10% -$28.1K ﹤0.01% 1778
2024
Q4 		$281K Buy
11,913
+493
+4% +$11.6K ﹤0.01% 1630
2024
Q3 		$271K Buy
11,420
+10,031
+722% +$237K ﹤0.01% 1600
2024
Q2 		$33K Hold
1,389
– – ﹤0.01% 2763
2024
Q1 		$33K Hold
1,389
– – ﹤0.01% 2567
2023
Q4 		$33K Hold
1,389
– – ﹤0.01% 2429
2023
Q3 		$32K Hold
1,389
– – ﹤0.01% 2362
2023
Q2 		$33K Hold
1,389
– – ﹤0.01% 2287
2023
Q1 		$33K Hold
1,389
– – ﹤0.01% 2143
2022
Q4 		$33K Sell
1,389
-1,274
-48% -$29.6K ﹤0.01% 2015
2022
Q3 		$61K Sell
2,663
-1,439
-35% -$34.1K ﹤0.01% 1565
2022
Q2 		$97K Buy
+4,102
New +$97.3K ﹤0.01% 1326

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

Carson Wealth (CWM LLC)'s BSMQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 4% in Q1 2026, selling an estimated $544 and leaving 554 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4671.

Carson Wealth (CWM LLC) first reported a position in BSMQ in Q2 2022 and has held it in 16 quarters since. The position peaked at $281K in Q4 2024. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 554 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $13.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 23 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $544.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4671 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2026 Municipal Bond ETF position peaked at $281K in Q4 2024.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.