Commonwealth Equity Services’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Commonwealth Equity Services’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 Q2	$2.42M	Sell	102,872 -9,566	-9%	-$226K	﹤0.01%	1942
2026 Q1	$2.66M	Buy	112,438 +1,933	+2%	+$45.7K	﹤0.01%	1775
2025 Q4	$2.61M	Sell	110,505 -180,837	-62%	-$4.27M	﹤0.01%	1778
2025 Q3	$6.88M	Sell	291,342 -532	-0.2%	-$12.5K	0.01%	1129
2025 Q2	$6.88M	Sell	291,874 -17,097	-6%	-$401K	0.01%	1111
2025 Q1	$7.29M	Sell	308,971 -5,953	-2%	-$141K	0.01%	1044
2024 Q4	$7.42M	Buy	314,924 +12,031	+4%	+$284K	0.01%	990
2024 Q3	$7.19M	Buy	302,893 +38,343	+14%	+$906K	0.01%	998
2024 Q2	$6.22M	Buy	264,550 +27,331	+12%	+$642K	0.01%	1065
2024 Q1	$5.59M	Buy	237,219 +13,722	+6%	+$325K	0.01%	1098
2023 Q4	$5.31M	Buy	223,497 +124,390	+126%	+$2.9M	0.01%	1065
2023 Q3	$2.28M	Buy	99,107 +3,723	+4%	+$87K	﹤0.01%	1522
2023 Q2	$2.24M	Buy	95,384 +1,086	+1%	+$25.6K	﹤0.01%	1542
2023 Q1	$2.24M	Buy	94,298 +71,812	+319%	+$1.7M	﹤0.01%	1495
2022 Q4	$528K	Buy	22,486 +7,670	+52%	+$178K	﹤0.01%	2423
2022 Q3	$338K	Buy	+14,816	New	+$351K	﹤0.01%	2727

Other funds holding BSMQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Commonwealth Equity Services's BSMQ Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 8.5% in Q2 2026, selling an estimated $226K and leaving 102,872 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Commonwealth Equity Services first reported a position in BSMQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.42M in Q4 2024. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Commonwealth Equity Services held 102,872 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $2.42M as of Q2 2026.
Commonwealth Equity Services sold 9,566 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $226K.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1942 holding.
Commonwealth Equity Services first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
Commonwealth Equity Services's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $7.42M in Q4 2024.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.