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 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 $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Precedent Wealth Partners's BSMQ Position: Q1 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 2.4% in Q1 2026, buying an estimated $69.2K and bringing the position to 125,313 shares worth $2.96M. The position accounts for 0.59% of the portfolio, ranked #53.

Precedent Wealth Partners first reported a position in BSMQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.04M in Q3 2025. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

Precedent Wealth Partners held 125,313 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $2.96M as of Q1 2026.
Precedent Wealth Partners bought 2,925 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $69.2K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.59% of Precedent Wealth Partners's portfolio in Q1 2026, its #53 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Precedent Wealth Partners's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $3.04M in Q3 2025.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.