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Cary Street Partners’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Cary Street Partners’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
2025
Q3 		– Sell
-8,950
Closed -$211K – 931
2025
Q2 		$211K Hold
8,950
– – 0.01% 755
2025
Q1 		$211K Hold
8,950
– – 0.01% 729
2024
Q4 		$211K Buy
+8,950
New +$211K 0.01% 707

Other funds holding BSMQ

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Cary Street Partners's BSMQ Position: Q3 2025 in Review

Cary Street Partners sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q3 2025, closing a stake of 8,950 shares — an estimated $211K sold.

Cary Street Partners first reported a position in BSMQ in Q4 2024 and held it in 3 quarters. The position peaked at $211K in Q1 2025. 140 funds tracked by Wall St. Rank hold BSMQ as of Q3 2025.

  • Cary Street Partners reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Cary Street Partners sold 8,950 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2025, an estimated $211K.
  • Cary Street Partners first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Cary Street Partners's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $211K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2025.

Based on Cary Street Partners's 13F filing for Q3 2025, filed 10 Nov 2025.