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 Q3	$3.79M	Buy	161,688 +5,425	+3%	+$128K	0.22%	90
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Paulson Wealth Management Wheaton, Illinois $481M AUM 13.24% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

MONECO Advisors's BSMQ Position: Q3 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 3.5% in Q3 2026, buying an estimated $128K and bringing the position to 161,688 shares worth $3.79M. The position accounts for 0.22% of the portfolio, ranked #90.

MONECO Advisors first reported a position in BSMQ in Q4 2023 and has held it in 12 quarters since. 79 funds tracked by Wall St. Rank hold BSMQ as of Q3 2026.

MONECO Advisors held 161,688 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $3.79M as of Q3 2026.
MONECO Advisors bought 5,425 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2026, an estimated $128K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.22% of MONECO Advisors's portfolio in Q3 2026, its #90 holding.
MONECO Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
79 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.