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IA
IFP Advisors’s
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
Stock Holding History
IFP 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
$117K
Buy
4,947
+2,447
+98%
+$57.9K
﹤0.01%
1748
2025
Q4
$59.1K
Sell
2,500
-1,128
-31%
-$26.6K
﹤0.01%
2097
2025
Q3
$85.7K
Buy
3,628
+2,499
+221%
+$58.9K
﹤0.01%
1779
2025
Q2
$26.6K
Sell
1,129
-677
-37%
-$15.9K
﹤0.01%
2389
2025
Q1
$42.6K
Buy
1,806
+9
+0.5%
+$213
﹤0.01%
1963
2024
Q4
$42.4K
Buy
1,797
+13
+0.7%
+$307
﹤0.01%
1904
2024
Q3
$42.4K
Buy
1,784
+13
+0.7%
+$307
﹤0.01%
1802
2024
Q2
$41.6K
Buy
1,771
+11
+0.6%
+$258
﹤0.01%
1756
2024
Q1
$41.5K
Buy
1,760
+12
+0.7%
+$284
﹤0.01%
1669
2023
Q4
$41.5K
Buy
1,748
+11
+0.6%
+$256
﹤0.01%
1608
2023
Q3
$39.9K
Buy
1,737
+11
+0.6%
+$257
﹤0.01%
1649
2023
Q2
$40.6K
Buy
1,726
+1,286
+292%
+$30.3K
﹤0.01%
1700
2023
Q1
$11K
Sell
440
-809
-65%
-$19.2K
﹤0.01%
2245
2022
Q4
$31K
Buy
+1,249
New
+$29K
﹤0.01%
2566
Other funds holding BSMQ
Wells Fargo
San Francisco, California
$501B 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
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B 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
SF
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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