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Legacy Private Trust’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Legacy Private Trust’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 		$1.23M Sell
52,632
-45,744
-46% -$1.08M 0.07% 150
2026
Q2 		$2.32M Sell
98,376
-19,254
-16% -$454K 0.13% 117
2026
Q1 		$2.78M Buy
117,630
+20,465
+21% +$484K 0.17% 97
2025
Q4 		$2.3M Buy
97,165
+16,040
+20% +$379K 0.13% 113
2025
Q3 		$1.92M Buy
81,125
+7,290
+10% +$172K 0.11% 124
2025
Q2 		$1.74M Buy
73,835
+9,301
+14% +$218K 0.11% 127
2025
Q1 		$1.52M Buy
64,534
+2,415
+4% +$57.1K 0.1% 133
2024
Q4 		$1.46M Sell
62,119
-1,955
-3% -$46.2K 0.1% 134
2024
Q3 		$1.52M Sell
64,074
-5,225
-8% -$123K 0.1% 134
2024
Q2 		$1.63M Hold
69,299
– – 0.12% 122
2024
Q1 		$1.63M Hold
69,299
– – 0.12% 126
2023
Q4 		$1.65M Buy
69,299
+15,562
+29% +$362K 0.13% 120
2023
Q3 		$1.24M Buy
53,737
+32,147
+149% +$751K 0.11% 129
2023
Q2 		$508K Sell
21,590
-11,370
-34% -$268K 0.04% 173
2023
Q1 		$784K Buy
+32,960
New +$781K 0.07% 147

Other funds holding BSMQ

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Legacy Private Trust's BSMQ Position: Q3 2026 in Review

Legacy Private Trust reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 46% in Q3 2026, selling an estimated $1.08M and leaving 52,632 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #150.

Legacy Private Trust first reported a position in BSMQ in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.78M in Q1 2026. 8 funds tracked by Wall St. Rank hold BSMQ as of Q3 2026.

  • Legacy Private Trust held 52,632 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.23M as of Q3 2026.
  • Legacy Private Trust sold 45,744 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2026, an estimated $1.08M.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.07% of Legacy Private Trust's portfolio in Q3 2026, its #150 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Legacy Private Trust's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $2.78M in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.