PWM
BSMQ icon

Paulson Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Paulson Wealth Management’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 		$1.74M Buy
73,637
+15,792
+27% +$374K 0.41% 29
2025
Q4 		$1.37M Buy
57,845
+2,635
+5% +$62.2K 0.32% 36
2025
Q3 		$1.3M Buy
55,210
+15,106
+38% +$356K 0.31% 38
2025
Q2 		$945K Sell
40,104
-4,417
-10% -$104K 0.24% 46
2025
Q1 		$1.05M Buy
44,521
+1,705
+4% +$40.3K 0.3% 37
2024
Q4 		$1.01M Buy
42,816
+3,491
+9% +$82.5K 0.28% 42
2024
Q3 		$934K Buy
39,325
+5,613
+17% +$133K 0.25% 50
2024
Q2 		$792K Buy
33,712
+6,052
+22% +$142K 0.23% 55
2024
Q1 		$652K Buy
27,660
+2,267
+9% +$53.6K 0.19% 63
2023
Q4 		$603K Buy
25,393
+2,601
+11% +$60.6K 0.19% 63
2023
Q3 		$524K Sell
22,792
-244
-1% -$5.7K 0.18% 69
2023
Q2 		$542K Buy
23,036
+1,512
+7% +$35.7K 0.18% 65
2023
Q1 		$512K Buy
21,524
+7,675
+55% +$182K 0.23% 45
2022
Q4 		$326K Buy
+13,849
New +$322K 0.16% 59

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

Paulson Wealth Management's BSMQ Position: Q1 2026 in Review

Paulson Wealth Management increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 27% in Q1 2026, buying an estimated $374K and bringing the position to 73,637 shares worth $1.74M. The position accounts for 0.41% of the portfolio, ranked #29.

Paulson Wealth Management first reported a position in BSMQ in Q4 2022 and has held it in 14 quarters since. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

  • Paulson Wealth Management held 73,637 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.74M as of Q1 2026.
  • Paulson Wealth Management bought 15,792 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $374K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.41% of Paulson Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Paulson Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.