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 Q3	$1.19M	Sell	50,945 -1,052	-2%	-$24.7K	0.05%	305
2026 Q2	$1.22M	Buy	51,997 +1,800	+4%	+$42.4K	0.05%	304
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Paulson Wealth Management Wheaton, Illinois $481M AUM 13.24% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Cornerstone Wealth Management's BSMQ Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 2% in Q3 2026, selling an estimated $24.7K and leaving 50,945 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #305.

Cornerstone Wealth Management first reported a position in BSMQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q2 2025. 72 funds tracked by Wall St. Rank hold BSMQ as of Q3 2026.

Cornerstone Wealth Management held 50,945 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.19M as of Q3 2026.
Cornerstone Wealth Management sold 1,052 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2026, an estimated $24.7K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q3 2026, its #305 holding.
Cornerstone Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
Cornerstone Wealth Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $1.32M in Q2 2025.
72 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.