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Coastline Complete Wealth’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Coastline Complete Wealth’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
-156,640
Closed -$3.7M – 57
2025
Q4 		$3.7M Buy
+156,640
New +$3.7M 2.33% 12

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Coastline Complete Wealth's BSMQ Position: Q1 2026 in Review

Coastline Complete Wealth sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q1 2026, closing a stake of 156,640 shares — an estimated $3.7M sold.

Coastline Complete Wealth first reported a position in BSMQ in Q4 2025 and held it in 1 quarter. The position peaked at $3.7M in Q4 2025. 146 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

  • Coastline Complete Wealth reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Coastline Complete Wealth sold 156,640 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $3.7M.
  • Coastline Complete Wealth first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Coastline Complete Wealth's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $3.7M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.