MONECO Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

MONECO Advisors’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	$3.68M	Buy	156,263 +1,508	+1%	+$35.6K	0.22%	98
2026 Q1	$3.66M	Buy	154,755 +11,484	+8%	+$272K	0.28%	77
2025 Q4	$3.39M	Buy	143,271 +10,299	+8%	+$243K	0.27%	77
2025 Q3	$3.14M	Buy	132,972 +2,994	+2%	+$70.6K	0.26%	83
2025 Q2	$3.06M	Buy	129,978 +40,428	+45%	+$948K	0.28%	79
2025 Q1	$2.11M	Buy	89,550 +29,248	+49%	+$692K	0.22%	102
2024 Q4	$1.42M	Buy	60,302 +15,796	+35%	+$373K	0.15%	145
2024 Q3	$1.06M	Buy	44,506 +14,512	+48%	+$343K	0.13%	154
2024 Q2	$705K	Buy	29,994 +20,049	+202%	+$471K	0.1%	188
2024 Q1	$234K	Buy	9,945 +1,026	+12%	+$24.3K	0.04%	368
2023 Q4	$212K	Buy	+8,919	New	+$208K	0.04%	358

Other funds holding BSMQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

MONECO Advisors's BSMQ Position: Q2 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 0.97% in Q2 2026, buying an estimated $35.6K and bringing the position to 156,263 shares worth $3.68M. The position accounts for 0.22% of the portfolio, ranked #98.

MONECO Advisors first reported a position in BSMQ in Q4 2023 and has held it in 11 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

MONECO Advisors held 156,263 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $3.68M as of Q2 2026.
MONECO Advisors bought 1,508 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $35.6K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.22% of MONECO Advisors's portfolio in Q2 2026, its #98 holding.
MONECO Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.