NPAN
BSMQ icon

Northeast Planning Associates NH’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Northeast Planning Associates NH’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 		$261K Hold
11,077
– – 0.2% 58
2026
Q1 		$262K Hold
11,077
– – 0.18% 46
2025
Q4 		$262K Hold
11,077
– – 0.19% 42
2025
Q3 		$262K Hold
11,077
– – 0.22% 41
2025
Q2 		$261K Buy
11,077
+1,276
+13% +$29.9K 0.24% 40
2025
Q1 		$231K Buy
+9,801
New +$232K 0.19% 43

Other funds holding BSMQ

Truist Financial
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
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FF
Farnam Financial Phoenix, Arizona $137M AUM 26.86% 1-Year Est. Return

Northeast Planning Associates NH's BSMQ Position: Q2 2026 in Review

Northeast Planning Associates NH held its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) position steady in Q2 2026 at 11,077 shares worth $261K. The position accounts for 0.2% of the portfolio, ranked #58.

Northeast Planning Associates NH first reported a position in BSMQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $262K in Q4 2025. 64 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Northeast Planning Associates NH held 11,077 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $261K as of Q2 2026.
  • Northeast Planning Associates NH left its Invesco BulletShares 2026 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.2% of Northeast Planning Associates NH's portfolio in Q2 2026, its #58 holding.
  • Northeast Planning Associates NH first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Northeast Planning Associates NH's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $262K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.