Nalls Sherbakoff Group’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Nalls Sherbakoff Group’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	$18.8K	Buy	799 +4	+0.5%	+$94	0.01%	252
2026 Q1	$18.8K	Buy	795 +3	+0.4%	+$71	0.01%	265
2025 Q4	$18.7K	Buy	792 +3	+0.4%	+$71	0.01%	281
2025 Q3	$18.6K	Buy	789 +4	+0.5%	+$94	0.01%	285
2025 Q2	$18.5K	Buy	785 +3	+0.4%	+$70	0.01%	284
2025 Q1	$18.5K	Buy	+782	New	+$18.5K	0.02%	253

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

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Nalls Sherbakoff Group's BSMQ Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 0.5% in Q2 2026, buying an estimated $94 and bringing the position to 799 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #252.

Nalls Sherbakoff Group first reported a position in BSMQ in Q1 2025 and has held it in 6 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Nalls Sherbakoff Group held 799 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $18.8K as of Q2 2026.
Nalls Sherbakoff Group bought 4 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $94.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #252 holding.
Nalls Sherbakoff Group first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.