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EP Wealth Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

EP Wealth Advisors’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
2025
Q2 		$283K Sell
12,016
-4,356
-27% -$102K ﹤0.01% 1053
2025
Q1 		$387K Hold
16,372
– – ﹤0.01% 801
2024
Q4 		$386K Buy
+16,372
New +$387K ﹤0.01% 773

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EP Wealth Advisors's BSMQ Position: Q2 2025 in Review

EP Wealth Advisors reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 27% in Q2 2025, selling an estimated $102K and leaving 12,016 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

EP Wealth Advisors first reported a position in BSMQ in Q4 2024 and has held it in 3 quarters since. The position peaked at $387K in Q1 2025. 142 funds tracked by Wall St. Rank hold BSMQ as of Q2 2025.

  • EP Wealth Advisors held 12,016 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $283K as of Q2 2025.
  • EP Wealth Advisors sold 4,356 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2025, an estimated $102K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1053 holding.
  • EP Wealth Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • EP Wealth Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $387K in Q1 2025.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.