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Key Financial Inc’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Key Financial Inc’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 		$6.89M Buy
292,767
+99,149
+51% +$2.34M 1.13% 20
2026
Q1 		$4.57M Buy
193,618
+67,390
+53% +$1.59M 0.81% 28
2025
Q4 		$2.98M Buy
126,228
+23,972
+23% +$566K 0.54% 36
2025
Q3 		$2.41M Sell
102,256
-2,115
-2% -$49.9K 0.45% 48
2025
Q2 		$2.46M Buy
104,371
+6,166
+6% +$145K 0.49% 44
2025
Q1 		$2.32M Buy
98,205
+9,165
+10% +$217K 0.5% 44
2024
Q4 		$2.1M Buy
89,040
+4,753
+6% +$112K 0.48% 45
2024
Q3 		$2M Buy
84,287
+32,424
+63% +$766K 0.44% 47
2024
Q2 		$1.22M Buy
51,863
+21,350
+70% +$501K 0.29% 63
2024
Q1 		$719K Sell
30,513
-38,600
-56% -$913K 0.18% 99
2023
Q4 		$1.64M Buy
69,113
+10,600
+18% +$247K 0.45% 50
2023
Q3 		$1.35M Buy
58,513
+11,550
+25% +$270K 0.45% 49
2023
Q2 		$1.1M Buy
46,963
+17,630
+60% +$416K 0.37% 53
2023
Q1 		$698K Buy
29,333
+23,000
+363% +$545K 0.25% 74
2022
Q4 		$144K Hold
6,333
– – 0.07% 201
2022
Q3 		$144K Hold
6,333
– – 0.07% 203
2022
Q2 		$150K Hold
6,333
– – 0.08% 187
2022
Q1 		$154K Hold
6,333
– – 0.08% 197
2021
Q4 		$164K Hold
6,333
– – 0.08% 168
2021
Q3 		$164K Hold
6,333
– – 0.09% 165
2021
Q2 		$165K Hold
6,333
– – 0.09% 173
2021
Q1 		$163K Hold
6,333
– – 0.11% 152
2020
Q4 		$164K Buy
+6,333
New +$162K 0.12% 140

Other funds holding BSMQ

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FF
Farnam Financial Phoenix, Arizona $137M AUM 26.86% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Key Financial Inc's BSMQ Position: Q2 2026 in Review

Key Financial Inc increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 51% in Q2 2026, buying an estimated $2.34M and bringing the position to 292,767 shares worth $6.89M. The position accounts for 1.13% of the portfolio, ranked #20.

Key Financial Inc first reported a position in BSMQ in Q4 2020 and has held it in 23 quarters since. 52 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Key Financial Inc held 292,767 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $6.89M as of Q2 2026.
  • Key Financial Inc bought 99,149 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $2.34M.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 1.13% of Key Financial Inc's portfolio in Q2 2026, its #20 holding.
  • Key Financial Inc first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 52 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.