HUB Investment Partners’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

HUB Investment Partners’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	$4.74M	Buy	201,284 +185,510	+1,176%	+$4.37M	0.09%	183
2026 Q1	$373K	Buy	+15,774	New	+$373K	0.01%	696
2025 Q4	–	Sell	-8,487	Closed	-$201K	–	969
2025 Q3	$201K	Buy	+8,487	New	+$200K	0.01%	707
2024 Q4	–	Sell	-11,652	Closed	-$277K	–	606
2024 Q3	$277K	Buy	+11,652	New	+$275K	0.01%	400

Other funds holding BSMQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HUB Investment Partners's BSMQ Position: Q2 2026 in Review

HUB Investment Partners increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 1,176% in Q2 2026, buying an estimated $4.37M and bringing the position to 201,284 shares worth $4.74M. The position accounts for 0.09% of the portfolio, ranked #183.

HUB Investment Partners first reported a position in BSMQ in Q3 2024 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

HUB Investment Partners held 201,284 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $4.74M as of Q2 2026.
HUB Investment Partners bought 185,510 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $4.37M.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.09% of HUB Investment Partners's portfolio in Q2 2026, its #183 holding.
HUB Investment Partners first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q3 2024 and has held it in 4 quarters since.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.