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Harbor Investment Advisory’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Harbor Investment Advisory’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
Q4 		– Sell
-150
Closed -$3.54K – 1234
2025
Q3 		$3.54K Hold
150
– – ﹤0.01% 1049
2025
Q2 		$3.53K Hold
150
– – ﹤0.01% 1031
2025
Q1 		$3.54K Buy
+150
New +$3.55K ﹤0.01% 1019

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Harbor Investment Advisory's BSMQ Position: Q4 2025 in Review

Harbor Investment Advisory sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q4 2025, closing a stake of 150 shares — an estimated $3.54K sold.

Harbor Investment Advisory first reported a position in BSMQ in Q1 2025 and held it in 3 quarters. The position peaked at $3.54K in Q3 2025. 148 funds tracked by Wall St. Rank hold BSMQ as of Q4 2025.

  • Harbor Investment Advisory reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 150 Invesco BulletShares 2026 Municipal Bond ETF shares in Q4 2025, an estimated $3.54K.
  • Harbor Investment Advisory first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2025 and held it in 3 quarters.
  • Harbor Investment Advisory's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $3.54K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q4 2025.

Based on Harbor Investment Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.