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&Partners’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

&Partners’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 		$237K Hold
10,079
– – ﹤0.01% 2281
2026
Q1 		$238K Buy
10,079
+2,247
+29% +$53.1K ﹤0.01% 2142
2025
Q4 		$285K Buy
+7,832
New +$185K ﹤0.01% 1949

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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

&Partners's BSMQ Position: Q2 2026 in Review

&Partners held its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) position steady in Q2 2026 at 10,079 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

&Partners first reported a position in BSMQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $285K in Q4 2025. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • &Partners held 10,079 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $237K as of Q2 2026.
  • &Partners left its Invesco BulletShares 2026 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2281 holding.
  • &Partners first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • &Partners's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $285K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.