Farnam Financial’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Farnam Financial’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	$1.39M	Buy	58,923 +2,660	+5%	+$62.9K	1.15%	22
2025 Q4	$1.33M	Hold	56,263	–	–	1%	24
2025 Q3	$1.33M	Hold	56,263	–	–	1.03%	24
2025 Q2	$1.33M	Hold	56,263	–	–	1.19%	23
2025 Q1	$1.33M	Buy	56,263 +11,185	+25%	+$265K	1.35%	19
2024 Q4	$1.06M	Hold	45,078	–	–	1.11%	27
2024 Q3	$1.07M	Buy	+45,078	New	+$1.07M	1.17%	24

Other funds holding BSMQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Farnam Financial's BSMQ Position: Q1 2026 in Review

Farnam Financial increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 4.7% in Q1 2026, buying an estimated $62.9K and bringing the position to 58,923 shares worth $1.39M. The position accounts for 1.15% of the portfolio, ranked #22.

Farnam Financial first reported a position in BSMQ in Q3 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

Farnam Financial held 58,923 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.39M as of Q1 2026.
Farnam Financial bought 2,660 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $62.9K.
Invesco BulletShares 2026 Municipal Bond ETF made up 1.15% of Farnam Financial's portfolio in Q1 2026, its #22 holding.
Farnam Financial first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.