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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$283K Sell
12,016
-4,356
-27% -$103K ﹤0.01% 1053
2025
Q1 		$387K Hold
16,372
– – ﹤0.01% 801
2024
Q4 		$386K Buy
+16,372
New +$386K ﹤0.01% 773