Koss-Olinger Consulting’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Koss-Olinger Consulting’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	-31,256	Closed	-$739K	–	260
2025 Q4	$739K	Buy	31,256 +75	+0.2%	+$1.77K	0.06%	117
2025 Q3	$735K	Hold	31,181	–	–	0.06%	151
2025 Q2	$735K	Buy	31,181 +20,383	+189%	+$478K	0.06%	151
2025 Q1	$255K	Buy	10,798 +612	+6%	+$14.5K	0.02%	268
2024 Q4	$240K	Buy	+10,186	New	+$241K	0.02%	167
2024 Q1	–	Sell	-12,171	Closed	-$289K	–	83
2023 Q4	$289K	Hold	12,171	–	–	0.03%	243
2023 Q3	$280K	Buy	12,171 +357	+3%	+$8.34K	0.04%	198
2023 Q2	$278K	Buy	11,814 +3,232	+38%	+$76.2K	0.03%	197
2023 Q1	$204K	Buy	+8,582	New	+$203K	0.03%	235

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

Koss-Olinger Consulting's BSMQ Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q1 2026, closing a stake of 31,256 shares — an estimated $739K sold.

Koss-Olinger Consulting first reported a position in BSMQ in Q1 2023 and held it in 9 quarters. The position peaked at $739K in Q4 2025. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

Koss-Olinger Consulting reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 31,256 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $739K.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2023 and held it in 9 quarters.
Koss-Olinger Consulting's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $739K in Q4 2025.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.