Horizons Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Horizons Wealth 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
2026 Q1	$540K	Hold	22,863	–	–	0.35%	43
2025 Q4	$541K	Buy	22,863 +9,647	+73%	+$228K	0.35%	44
2025 Q3	$312K	Hold	13,216	–	–	0.21%	54
2025 Q2	$311K	Buy	13,216 +159	+1%	+$3.73K	0.22%	52
2025 Q1	$308K	Buy	13,057 +124	+1%	+$2.93K	0.23%	50
2024 Q4	$305K	Buy	12,933 +95	+0.7%	+$2.25K	0.23%	54
2024 Q3	$305K	Hold	12,838	–	–	0.23%	51
2024 Q2	$303K	Hold	12,838	–	–	0.24%	50
2024 Q1	$305K	Hold	12,838	–	–	0.2%	52
2023 Q4	$305K	Buy	12,838 +2,193	+21%	+$51.1K	0.2%	52
2023 Q3	$245K	Hold	10,645	–	–	0.18%	58
2023 Q2	$250K	Hold	10,645	–	–	0.18%	58
2023 Q1	$253K	Buy	10,645 +2,450	+30%	+$58.1K	0.19%	55
2022 Q4	$193K	Hold	8,195	–	–	0.15%	60
2022 Q3	$187K	Hold	8,195	–	–	0.17%	55
2022 Q2	$196K	Buy	+8,195	New	+$194K	0.16%	56

Other funds holding BSMQ

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Horizons Wealth Management's BSMQ Position: Q1 2026 in Review

Horizons Wealth Management held its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) position steady in Q1 2026 at 22,863 shares worth $540K. The position accounts for 0.35% of the portfolio, ranked #43.

Horizons Wealth Management first reported a position in BSMQ in Q2 2022 and has held it in 16 quarters since. The position peaked at $541K in Q4 2025. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

Horizons Wealth Management held 22,863 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $540K as of Q1 2026.
Horizons Wealth Management left its Invesco BulletShares 2026 Municipal Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.35% of Horizons Wealth Management's portfolio in Q1 2026, its #43 holding.
Horizons Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $541K in Q4 2025.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.