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Equitable Holdings’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Equitable Holdings’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
Q2 		$758K Buy
32,214
+6,944
+27% +$164K ﹤0.01% 1115
2026
Q1 		$598K Sell
25,270
-5,084
-17% -$120K ﹤0.01% 1180
2025
Q4 		$718K Buy
30,354
+19,421
+178% +$459K ﹤0.01% 978
2025
Q3 		$258K Buy
10,933
+136
+1% +$3.21K ﹤0.01% 1339
2025
Q2 		$254K Sell
10,797
-2,490
-19% -$58.4K ﹤0.01% 1262
2025
Q1 		$314K Buy
13,287
+60
+0.5% +$1.42K ﹤0.01% 1078
2024
Q4 		$312K Buy
+13,227
New +$313K ﹤0.01% 1027
2024
Q3 		– Sell
-9,028
Closed -$212K – 1259
2024
Q2 		$212K Sell
9,028
-736
-8% -$17.3K ﹤0.01% 1121
2024
Q1 		$230K Sell
9,764
-11,083
-53% -$262K ﹤0.01% 1044
2023
Q4 		$495K Buy
20,847
+1,008
+5% +$23.5K 0.01% 780
2023
Q3 		$456K Sell
19,839
-7,612
-28% -$178K 0.01% 747
2023
Q2 		$645K Buy
27,451
+9,766
+55% +$230K 0.01% 626
2023
Q1 		$421K Buy
17,685
+2,242
+15% +$53.1K 0.01% 690
2022
Q4 		$363K Buy
15,443
+451
+3% +$10.5K 0.01% 688
2022
Q3 		$342K Sell
14,992
-1,655
-10% -$39.3K 0.01% 657
2022
Q2 		$394K Buy
+16,647
New +$395K 0.01% 620

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Equitable Holdings's BSMQ Position: Q2 2026 in Review

Equitable Holdings increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 27% in Q2 2026, buying an estimated $164K and bringing the position to 32,214 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Equitable Holdings first reported a position in BSMQ in Q2 2022 and has held it in 16 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Equitable Holdings held 32,214 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $758K as of Q2 2026.
  • Equitable Holdings bought 6,944 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $164K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1115 holding.
  • Equitable Holdings first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.