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 Q2	$1.69M	Sell	71,908 -1,729	-2%	-$40.8K	0.36%	31
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Paulson Wealth Management's BSMQ Position: Q2 2026 in Review

Paulson Wealth Management reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 2.3% in Q2 2026, selling an estimated $40.8K and leaving 71,908 shares worth $1.69M. The position accounts for 0.36% of the portfolio, ranked #31.

Paulson Wealth Management first reported a position in BSMQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.74M in Q1 2026. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Paulson Wealth Management held 71,908 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.69M as of Q2 2026.
Paulson Wealth Management sold 1,729 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $40.8K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.36% of Paulson Wealth Management's portfolio in Q2 2026, its #31 holding.
Paulson Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
Paulson Wealth Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $1.74M in Q1 2026.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.