Precedent Wealth Partners
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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
Q3 		$3.32M Buy
141,624
+13,986
+11% +$329K 0.51% 59
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

Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
Paulson Wealth Management
Paulson Wealth Management Wheaton, Illinois $481M AUM 13.24% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Farnam Financial
Farnam Financial Phoenix, Arizona $135M AUM 19.18% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Precedent Wealth Partners's BSMQ Position: Q3 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 11% in Q3 2026, buying an estimated $329K and bringing the position to 141,624 shares worth $3.32M. The position accounts for 0.51% of the portfolio, ranked #59.

Precedent Wealth Partners first reported a position in BSMQ in Q4 2023 and has held it in 12 quarters since. 48 funds tracked by Wall St. Rank hold BSMQ as of Q3 2026.

  • Precedent Wealth Partners held 141,624 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $3.32M as of Q3 2026.
  • Precedent Wealth Partners bought 13,986 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2026, an estimated $329K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.51% of Precedent Wealth Partners's portfolio in Q3 2026, its #59 holding.
  • Precedent Wealth Partners first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 48 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.