Central Valley Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Central Valley 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	–	Sell	-16,392	Closed	-$388K	–	188
2025 Q4	$388K	Sell	16,392 -2,107	-11%	-$49.8K	0.12%	109
2025 Q3	$437K	Sell	18,499 -163,925	-90%	-$3.86M	0.14%	104
2025 Q2	$4.3M	Sell	182,424 -2,671	-1%	-$62.7K	1.46%	21
2025 Q1	$4.37M	Buy	+185,095	New	+$4.38M	1.66%	17

Other funds holding BSMQ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Central Valley Advisors's BSMQ Position: Q1 2026 in Review

Central Valley Advisors sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q1 2026, closing a stake of 16,392 shares — an estimated $388K sold.

Central Valley Advisors first reported a position in BSMQ in Q1 2025 and held it in 4 quarters. The position peaked at $4.37M in Q1 2025. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

Central Valley Advisors reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Central Valley Advisors sold 16,392 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $388K.
Central Valley Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2025 and held it in 4 quarters.
Central Valley Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $4.37M in Q1 2025.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Central Valley Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.