Freedom Investment Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Freedom Investment Management’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	-11,926	Closed	-$281K	–	230
2025 Q2	$281K	Sell	11,926 -564	-5%	-$13.2K	0.02%	610
2025 Q1	$295K	Sell	12,490 -248	-2%	-$5.87K	0.02%	597
2024 Q4	$300K	Buy	+12,738	New	+$301K	0.03%	594
2022 Q4	–	Sell	-9,840	Closed	-$225K	–	713
2022 Q3	$225K	Buy	9,840 +232	+2%	+$5.5K	0.03%	641
2022 Q2	$227K	Sell	9,608 -720	-7%	-$17.1K	0.02%	657
2022 Q1	$251K	Buy	10,328 +198	+2%	+$4.96K	0.02%	665
2021 Q4	$262K	Sell	10,130 -1,184	-10%	-$30.6K	0.02%	720
2021 Q3	$293K	Buy	+11,314	New	+$295K	0.02%	641

Other funds holding BSMQ

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Freedom Investment Management's BSMQ Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q3 2025, closing a stake of 11,926 shares — an estimated $281K sold.

Freedom Investment Management first reported a position in BSMQ in Q3 2021 and held it in 8 quarters. The position peaked at $300K in Q4 2024. 140 funds tracked by Wall St. Rank hold BSMQ as of Q3 2025.

Freedom Investment Management reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 11,926 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2025, an estimated $281K.
Freedom Investment Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q3 2021 and held it in 8 quarters.
Freedom Investment Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $300K in Q4 2024.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.