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 Q2	–	Sell	-113,490	Closed	-$2.68M	–	2797
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Focus Partners Wealth's BSMQ Position: Q2 2026 in Review

Focus Partners Wealth sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2026, closing a stake of 113,490 shares — an estimated $2.68M sold.

Focus Partners Wealth first reported a position in BSMQ in Q4 2023 and held it in 10 quarters. The position peaked at $2.68M in Q1 2026. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Focus Partners Wealth reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Focus Partners Wealth sold 113,490 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $2.68M.
Focus Partners Wealth first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2023 and held it in 10 quarters.
Focus Partners Wealth's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $2.68M in Q1 2026.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.