Kestra Advisory Services’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Kestra Advisory Services’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 Q3	$1.21M	Buy	51,758 +11,110	+27%	+$261K	﹤0.01%	1813
2026 Q2	$957K	Buy	+40,648	New	+$958K	﹤0.01%	1861
2026 Q1	–	Sell	-4,921	Closed	-$116K	–	3283
2025 Q4	$116K	Buy	+4,921	New	+$116K	﹤0.01%	3313
2024 Q4	–	Sell	-21,538	Closed	-$511K	–	2674
2024 Q3	$511K	Buy	21,538 +1,700	+9%	+$40.2K	﹤0.01%	1754
2024 Q2	$466K	Buy	+19,838	New	+$466K	﹤0.01%	1829

Other funds holding BSMQ

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Paulson Wealth Management Wheaton, Illinois $481M AUM 13.24% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Farnam Financial Phoenix, Arizona $135M AUM 19.18% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Kestra Advisory Services's BSMQ Position: Q3 2026 in Review

Kestra Advisory Services increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 27% in Q3 2026, buying an estimated $261K and bringing the position to 51,758 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Kestra Advisory Services first reported a position in BSMQ in Q2 2024 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold BSMQ as of Q3 2026.

Kestra Advisory Services held 51,758 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.21M as of Q3 2026.
Kestra Advisory Services bought 11,110 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2026, an estimated $261K.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1813 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2024 and has held it in 5 quarters since.
48 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.