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Chris Bulman’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Chris Bulman’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
2024
Q3 		– Sell
-839
Closed -$19.7K – 157
2024
Q2 		$19.7K Buy
+839
New +$19.7K 0.01% 258

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chris Bulman's BSMQ Position: Q3 2024 in Review

Chris Bulman sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q3 2024, closing a stake of 839 shares — an estimated $19.7K sold.

Chris Bulman first reported a position in BSMQ in Q2 2024 and held it in 1 quarter. The position peaked at $19.7K in Q2 2024. 110 funds tracked by Wall St. Rank hold BSMQ as of Q3 2024.

  • Chris Bulman reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Chris Bulman sold 839 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2024, an estimated $19.7K.
  • Chris Bulman first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Chris Bulman's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $19.7K in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.