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

NewEdge 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
Q1 		$4.33M Buy
183,173
+10,369
+6% +$245K 0.02% 755
2025
Q4 		$4.09M Buy
172,804
+4,578
+3% +$108K 0.01% 742
2025
Q3 		$3.97M Buy
168,226
+7,483
+5% +$176K 0.02% 720
2025
Q2 		$3.79M Buy
160,743
+9,348
+6% +$219K 0.02% 675
2025
Q1 		$3.57M Buy
151,395
+29,176
+24% +$690K 0.02% 628
2024
Q4 		$2.88M Sell
122,219
-1,611
-1% -$38.1K 0.02% 680
2024
Q3 		$2.94M Sell
123,830
-3,674
-3% -$86.8K 0.02% 652
2024
Q2 		$3M Buy
127,504
+4,937
+4% +$116K 0.02% 604
2024
Q1 		$2.89M Buy
122,567
+2,223
+2% +$52.6K 0.03% 558
2023
Q4 		$2.86M Buy
120,344
+1,641
+1% +$38.2K 0.03% 536
2023
Q3 		$2.73M Sell
118,703
-2,168
-2% -$50.7K 0.03% 492
2023
Q2 		$2.84M Sell
120,871
-1,059
-0.9% -$25K 0.03% 472
2023
Q1 		$2.9M Buy
121,930
+6,680
+6% +$158K 0.04% 428
2022
Q4 		$2.71K Buy
115,250
+13,777
+14% +$320K ﹤0.01% 2755
2022
Q3 		$2.31M Buy
101,473
+4,259
+4% +$101K 0.04% 390
2022
Q2 		$2.3M Buy
+97,214
New +$2.31M 0.04% 406

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

NewEdge Advisors's BSMQ Position: Q1 2026 in Review

NewEdge Advisors increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 6% in Q1 2026, buying an estimated $245K and bringing the position to 183,173 shares worth $4.33M. The position accounts for 0.02% of the portfolio, ranked #755.

NewEdge Advisors first reported a position in BSMQ in Q2 2022 and has held it in 16 quarters since. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

  • NewEdge Advisors held 183,173 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $4.33M as of Q1 2026.
  • NewEdge Advisors bought 10,369 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $245K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #755 holding.
  • NewEdge Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.