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

Oceanside 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
2024
Q1 		– Sell
-13,781
Closed -$327K – 48
2023
Q4 		$327K Buy
+13,781
New +$321K 0.29% 35

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Oceanside Advisors's BSMQ Position: Q1 2024 in Review

Oceanside Advisors sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q1 2024, closing a stake of 13,781 shares — an estimated $327K sold.

Oceanside Advisors first reported a position in BSMQ in Q4 2023 and held it in 1 quarter. The position peaked at $327K in Q4 2023. 91 funds tracked by Wall St. Rank hold BSMQ as of Q1 2024.

  • Oceanside Advisors reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Oceanside Advisors sold 13,781 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2024, an estimated $327K.
  • Oceanside Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Oceanside Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $327K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2024.

Based on Oceanside Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.