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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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Nalls Sherbakoff Group's BSMQ Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 0.38% in Q4 2025, buying an estimated $71 and bringing the position to 792 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #281.

Nalls Sherbakoff Group first reported a position in BSMQ in Q1 2025 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold BSMQ as of Q4 2025.

  • Nalls Sherbakoff Group held 792 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $18.7K as of Q4 2025.
  • Nalls Sherbakoff Group bought 3 Invesco BulletShares 2026 Municipal Bond ETF shares in Q4 2025, an estimated $71.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #281 holding.
  • Nalls Sherbakoff Group first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.