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Heritage Wealth Management (Arizona)’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		– Sell
-800
Closed -$18K – 1081
2022
Q3 		$18K Buy
+800
New +$19K 0.01% 549

Other funds holding BSMQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BSMQ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q4 2022, closing a stake of 800 shares — an estimated $18K sold.

Heritage Wealth Management (Arizona) first reported a position in BSMQ in Q3 2022 and held it in 1 quarter. The position peaked at $18K in Q3 2022. 59 funds tracked by Wall St. Rank hold BSMQ as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 800 Invesco BulletShares 2026 Municipal Bond ETF shares in Q4 2022, an estimated $18K.
  • Heritage Wealth Management (Arizona) first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q3 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Invesco BulletShares 2026 Municipal Bond ETF position peaked at $18K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.