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Jeff Yass’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Jeff Yass’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 		$573K Buy
+24,328
New +$574K ﹤0.01% 9597
2020
Q2 		– Sell
-15,993
Closed -$396K – 10153
2020
Q1 		$396K Buy
+15,993
New +$403K ﹤0.01% 7418

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Jeff Yass's BSMQ Position: Q2 2026 in Review

Jeff Yass opened a new position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2026: 24,328 shares worth $573K. The stake represents ﹤0.01% of the portfolio and ranks #9597 among its holdings. This is a return to the name: Jeff Yass previously reported a position in BSMQ as recently as Q1 2020.

Jeff Yass first reported a position in BSMQ in Q1 2020 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Jeff Yass held 24,328 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $573K as of Q2 2026.
  • Invesco BulletShares 2026 Municipal Bond ETF was a new Jeff Yass position in Q2 2026.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9597 holding.
  • Jeff Yass first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2020 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.