Masso Torrence Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Masso Torrence Wealth Management’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
2025 Q3	$306K	Hold	12,953	–	–	0.13%	84
2025 Q2	$305K	Buy	12,953 +1,000	+8%	+$23.5K	0.14%	81
2025 Q1	$282K	Hold	11,953	–	–	0.15%	80
2024 Q4	$282K	Hold	11,953	–	–	0.15%	75
2024 Q3	$284K	Hold	11,953	–	–	0.15%	79
2024 Q2	$281K	Sell	11,953 -425	-3%	-$9.98K	0.16%	81
2024 Q1	$292K	Hold	12,378	–	–	0.17%	77
2023 Q4	$294K	Buy	12,378 +425	+4%	+$9.9K	0.2%	68
2023 Q3	$275K	Hold	11,953	–	–	0.21%	69
2023 Q2	$281K	Buy	11,953 +2,560	+27%	+$60.4K	0.2%	69
2023 Q1	$223K	Hold	9,393	–	–	0.18%	81
2022 Q4	$221K	Buy	+9,393	New	+$218K	0.18%	80

Other funds holding BSMQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Masso Torrence Wealth Management's BSMQ Position: Q3 2025 in Review

Masso Torrence Wealth Management held its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) position steady in Q3 2025 at 12,953 shares worth $306K. The position accounts for 0.13% of the portfolio, ranked #84.

Masso Torrence Wealth Management first reported a position in BSMQ in Q4 2022 and has held it in 12 quarters since. 140 funds tracked by Wall St. Rank hold BSMQ as of Q3 2025.

Masso Torrence Wealth Management held 12,953 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $306K as of Q3 2025.
Masso Torrence Wealth Management left its Invesco BulletShares 2026 Municipal Bond ETF share count unchanged in Q3 2025.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.13% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #84 holding.
Masso Torrence Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2022 and has held it in 12 quarters since.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.