Fidelity Investments
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Fidelity Investments’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Fidelity Investments’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
Q3 		– Sell
-69
Closed -$1.62K – 5397
2025
Q2 		$1.62K Sell
69
-149
-68% -$3.5K ﹤0.01% 4885
2025
Q1 		$5.15K Buy
+218
New +$5.16K ﹤0.01% 4691
2024
Q4 		– Sell
-1
Closed -$24 – 5571
2024
Q3 		$24 Buy
+1
New +$24 ﹤0.01% 5312

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments's BSMQ Position: Q3 2025 in Review

Fidelity Investments sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q3 2025, closing a stake of 69 shares — an estimated $1.62K sold.

Fidelity Investments first reported a position in BSMQ in Q3 2024 and held it in 3 quarters. The position peaked at $5.15K in Q1 2025. 140 funds tracked by Wall St. Rank hold BSMQ as of Q3 2025.

  • Fidelity Investments reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Fidelity Investments sold 69 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2025, an estimated $1.62K.
  • Fidelity Investments first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q3 2024 and held it in 3 quarters.
  • Fidelity Investments's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $5.15K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.