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

Precedent Wealth 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	$3.01M	Buy	127,638 +2,325	+2%	+$54.8K	0.5%	57
2026 Q1	$2.96M	Buy	125,313 +2,925	+2%	+$69.2K	0.59%	53
2025 Q4	$2.89M	Sell	122,388 -6,289	-5%	-$149K	0.61%	52
2025 Q3	$3.04M	Buy	128,677 +17,592	+16%	+$415K	0.67%	47
2025 Q2	$2.62M	Buy	111,085 +10,046	+10%	+$236K	0.64%	48
2025 Q1	$2.39M	Buy	101,039 +32,335	+47%	+$765K	0.66%	46
2024 Q4	$1.62M	Buy	68,704 +2,740	+4%	+$64.7K	0.53%	50
2024 Q3	$1.57M	Buy	65,964 +11,943	+22%	+$282K	0.52%	49
2024 Q2	$1.27M	Buy	54,021 +8,248	+18%	+$194K	0.51%	51
2024 Q1	$1.08M	Buy	45,773 +11,110	+32%	+$263K	0.46%	53
2023 Q4	$823K	Buy	+34,663	New	+$807K	0.42%	64

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

Precedent Wealth Partners's BSMQ Position: Q2 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 1.9% in Q2 2026, buying an estimated $54.8K and bringing the position to 127,638 shares worth $3.01M. The position accounts for 0.5% of the portfolio, ranked #57.

Precedent Wealth Partners first reported a position in BSMQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.04M in Q3 2025. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Precedent Wealth Partners held 127,638 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $3.01M as of Q2 2026.
Precedent Wealth Partners bought 2,325 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $54.8K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.5% of Precedent Wealth Partners's portfolio in Q2 2026, its #57 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $3.04M in Q3 2025.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.