Focus Partners Wealth
BSMQ icon

Focus Partners Wealth’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Focus Partners Wealth’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 		$2.68M Buy
113,490
+960
+0.9% +$22.7K ﹤0.01% 1186
2025
Q4 		$2.66M Buy
112,530
+11,181
+11% +$264K ﹤0.01% 1204
2025
Q3 		$2.39M Buy
101,349
+11,601
+13% +$273K ﹤0.01% 962
2025
Q2 		$2.11M Buy
89,748
+8,826
+11% +$207K ﹤0.01% 887
2025
Q1 		$1.91M Buy
80,922
+5,041
+7% +$119K ﹤0.01% 856
2024
Q4 		$1.79M Buy
75,881
+3,506
+5% +$82.8K ﹤0.01% 861
2024
Q3 		$1.72M Sell
72,375
-4,705
-6% -$111K 0.01% 806
2024
Q2 		$1.81M Sell
77,080
-2,359
-3% -$55.4K 0.01% 670
2024
Q1 		$1.87M Buy
79,439
+26,757
+51% +$633K 0.02% 498
2023
Q4 		$1.25M Buy
+52,682
New +$1.23M 0.02% 417

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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