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 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

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

Kestra Advisory Services's BSMQ Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q1 2026, closing a stake of 4,921 shares — an estimated $116K sold.

Kestra Advisory Services first reported a position in BSMQ in Q2 2024 and held it in 3 quarters. The position peaked at $511K in Q3 2024. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

Kestra Advisory Services reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 4,921 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $116K.
Kestra Advisory Services first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2024 and held it in 3 quarters.
Kestra Advisory Services's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $511K in Q3 2024.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.