HighTower Advisors
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HighTower Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

HighTower Advisors’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 		$3.66M Sell
155,418
-5,145
-3% -$121K ﹤0.01% 1415
2026
Q1 		$3.79M Sell
160,563
-2,596
-2% -$61.4K ﹤0.01% 1348
2025
Q4 		$3.86M Buy
163,159
+119,541
+274% +$2.82M ﹤0.01% 1302
2025
Q3 		$1.03M Buy
43,618
+8,161
+23% +$192K ﹤0.01% 2070
2025
Q2 		$835K Buy
35,457
+11,715
+49% +$275K ﹤0.01% 2130
2025
Q1 		$561K Buy
23,742
+3,887
+20% +$92K ﹤0.01% 2363
2024
Q4 		$468K Buy
19,855
+1,677
+9% +$39.6K ﹤0.01% 2524
2024
Q3 		$430K Buy
18,178
+593
+3% +$14K ﹤0.01% 2511
2024
Q2 		$413K Buy
17,585
+5,879
+50% +$138K ﹤0.01% 2457
2024
Q1 		$275K Buy
+11,706
New +$277K ﹤0.01% 2744
2023
Q4 		– Sell
-9,744
Closed -$225K – 3653
2023
Q3 		$225K Sell
9,744
-2,100
-18% -$49.1K ﹤0.01% 2822
2023
Q2 		$279K Buy
11,844
+33
+0.3% +$778 ﹤0.01% 2612
2023
Q1 		$281K Buy
11,811
+32
+0.3% +$758 ﹤0.01% 2505
2022
Q4 		$277K Sell
11,779
-465
-4% -$10.8K ﹤0.01% 2526
2022
Q3 		$280K Sell
12,244
-967
-7% -$22.9K ﹤0.01% 2386
2022
Q2 		$314K Buy
13,211
+22
+0.2% +$522 ﹤0.01% 2325
2022
Q1 		$319K Buy
13,189
+20
+0.2% +$501 ﹤0.01% 2483
2021
Q4 		$340K Buy
+13,169
New +$340K ﹤0.01% 2400

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

HighTower Advisors's BSMQ Position: Q2 2026 in Review

HighTower Advisors reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 3.2% in Q2 2026, selling an estimated $121K and leaving 155,418 shares worth $3.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

HighTower Advisors first reported a position in BSMQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.86M in Q4 2025. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • HighTower Advisors held 155,418 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $3.66M as of Q2 2026.
  • HighTower Advisors sold 5,145 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $121K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1415 holding.
  • HighTower Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • HighTower Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $3.86M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.