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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MONECO Advisors's BSMQ Position: Q1 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 8% in Q1 2026, buying an estimated $272K and bringing the position to 154,755 shares worth $3.66M. The position accounts for 0.28% of the portfolio, ranked #77.

MONECO Advisors first reported a position in BSMQ in Q4 2023 and has held it in 10 quarters since. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

  • MONECO Advisors held 154,755 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $3.66M as of Q1 2026.
  • MONECO Advisors bought 11,484 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $272K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.28% of MONECO Advisors's portfolio in Q1 2026, its #77 holding.
  • MONECO Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.