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

Mutual 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
2025
Q3 		– Sell
-8,935
Closed -$210K – 1289
2025
Q2 		$210K Buy
+8,935
New +$210K 0.01% 1115

Other funds holding BSMQ

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Mutual Advisors's BSMQ Position: Q3 2025 in Review

Mutual Advisors sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q3 2025, closing a stake of 8,935 shares — an estimated $210K sold.

Mutual Advisors first reported a position in BSMQ in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 140 funds tracked by Wall St. Rank hold BSMQ as of Q3 2025.

  • Mutual Advisors reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mutual Advisors sold 8,935 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2025, an estimated $210K.
  • Mutual Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
  • Mutual Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $210K in Q2 2025.
  • 140 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.