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

Denver 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 		– Sell
-10,100
Closed -$239K – 102
2025
Q4 		$239K Sell
10,100
-950
-9% -$22.4K 0.08% 82
2025
Q3 		$261K Sell
11,050
-2,131
-16% -$50.2K 0.1% 83
2025
Q2 		$311K Sell
13,181
-578
-4% -$13.6K 0.13% 70
2025
Q1 		$325K Sell
13,759
-105
-0.8% -$2.48K 0.15% 66
2024
Q4 		$327K Sell
13,864
-76
-0.5% -$1.8K 0.15% 65
2024
Q3 		$331K Buy
13,940
+100
+0.7% +$2.36K 0.15% 65
2024
Q2 		$325K Buy
13,840
+220
+2% +$5.17K 0.16% 63
2024
Q1 		$321K Buy
13,620
+331
+2% +$7.83K 0.16% 61
2023
Q4 		$316K Buy
13,289
+4,250
+47% +$99K 0.18% 56
2023
Q3 		$208K Sell
9,039
-6
-0.1% -$140 0.13% 67
2023
Q2 		$213K Buy
9,045
+326
+4% +$7.69K 0.15% 66
2023
Q1 		$207K Sell
8,719
-177
-2% -$4.19K 0.14% 74
2022
Q4 		$209K Buy
+8,896
New +$207K 0.16% 63

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

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

Denver Wealth Management sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q1 2026, closing a stake of 10,100 shares — an estimated $239K sold.

Denver Wealth Management first reported a position in BSMQ in Q4 2022 and held it in 13 quarters. The position peaked at $331K in Q3 2024. 146 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

  • Denver Wealth Management reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Denver Wealth Management sold 10,100 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $239K.
  • Denver Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2022 and held it in 13 quarters.
  • Denver Wealth Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $331K in Q3 2024.
  • 146 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.