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Money Concepts Capital’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,009
Closed -$23.7K – 786
2022
Q4 		$23.7K Hold
1,009
– – ﹤0.01% 1591
2022
Q3 		$23K Hold
1,009
– – ﹤0.01% 878
2022
Q2 		$24K Hold
1,009
– – ﹤0.01% 847
2022
Q1 		$25K Buy
+1,009
New +$25.3K ﹤0.01% 1511

Other funds holding BSMQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Money Concepts Capital's BSMQ Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q1 2023, closing a stake of 1,009 shares — an estimated $23.7K sold.

Money Concepts Capital first reported a position in BSMQ in Q1 2022 and held it in 4 quarters. The position peaked at $25K in Q1 2022. 66 funds tracked by Wall St. Rank hold BSMQ as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,009 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2023, an estimated $23.7K.
  • Money Concepts Capital first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $25K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.