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
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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors's BSMQ Position: Q1 2026 in Review

HighTower Advisors reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 1.6% in Q1 2026, selling an estimated $61.4K and leaving 160,563 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

HighTower Advisors first reported a position in BSMQ in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.86M in Q4 2025. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

  • HighTower Advisors held 160,563 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $3.79M as of Q1 2026.
  • HighTower Advisors sold 2,596 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $61.4K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1348 holding.
  • HighTower Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • HighTower Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $3.86M in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.