Cornerstone Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Cornerstone Wealth Management’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	$1.19M	Buy	50,197 +23	+0%	+$544	0.06%	283
2025 Q4	$1.19M	Sell	50,174 -3	-0%	-$71	0.06%	268
2025 Q3	$1.19M	Sell	50,177 -6,008	-11%	-$142K	0.07%	244
2025 Q2	$1.32M	Buy	56,185 +10,050	+22%	+$236K	0.08%	211
2025 Q1	$1.09M	Buy	46,135 +3,684	+9%	+$87.1K	0.07%	227
2024 Q4	$1M	Buy	42,451 +4,040	+11%	+$95.5K	0.07%	228
2024 Q3	$912K	Buy	38,411 +2,012	+6%	+$47.6K	0.06%	234
2024 Q2	$855K	Buy	36,399 +1,620	+5%	+$38K	0.07%	230
2024 Q1	$820K	Buy	34,779 +487	+1%	+$11.5K	0.07%	234
2023 Q4	$815K	Buy	+34,292	New	+$799K	0.07%	230

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 $74.2B AUM 21.09% 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

Cornerstone Wealth Management's BSMQ Position: Q1 2026 in Review

Cornerstone Wealth Management increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 0.05% in Q1 2026, buying an estimated $544 and bringing the position to 50,197 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #283.

Cornerstone Wealth Management first reported a position in BSMQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q2 2025. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

Cornerstone Wealth Management held 50,197 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.19M as of Q1 2026.
Cornerstone Wealth Management bought 23 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $544.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q1 2026, its #283 holding.
Cornerstone Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Cornerstone Wealth Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $1.32M in Q2 2025.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.