Resonant Capital Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Resonant Capital Advisors’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	$1.51M	Sell	63,821 -843	-1%	-$19.9K	0.08%	147
2025 Q4	$1.53M	Sell	64,664 -825	-1%	-$19.5K	0.08%	134
2025 Q3	$1.55M	Hold	65,489	–	–	0.09%	133
2025 Q2	$1.54M	Sell	65,489 -2,017	-3%	-$47.3K	0.1%	127
2025 Q1	$1.59M	Sell	67,506 -4,199	-6%	-$99.3K	0.11%	119
2024 Q4	$1.69M	Sell	71,705 -14,828	-17%	-$350K	0.12%	115
2024 Q3	$2.05M	Sell	86,533 -1,431	-2%	-$33.8K	0.15%	106
2024 Q2	$2.07M	Sell	87,964 -1,712	-2%	-$40.2K	0.17%	104
2024 Q1	$2.11M	Sell	89,676 -344	-0.4%	-$8.14K	0.18%	100
2023 Q4	$2.14M	Hold	90,020	–	–	0.21%	94
2023 Q3	$2.07M	Sell	90,020 -1,532	-2%	-$35.8K	0.22%	92
2023 Q2	$2.15M	Sell	91,552 -372	-0.4%	-$8.77K	0.23%	93
2023 Q1	$2.19M	Buy	91,924 +6,531	+8%	+$155K	0.25%	93
2022 Q4	$2.01M	Buy	85,393 +32,382	+61%	+$753K	0.25%	93
2022 Q3	$1.21M	Buy	53,011 +15,544	+41%	+$369K	0.18%	101
2022 Q2	$886K	Buy	+37,467	New	+$889K	0.14%	109

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

Resonant Capital Advisors's BSMQ Position: Q1 2026 in Review

Resonant Capital Advisors reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 1.3% in Q1 2026, selling an estimated $19.9K and leaving 63,821 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #147.

Resonant Capital Advisors first reported a position in BSMQ in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.19M in Q1 2023. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

Resonant Capital Advisors held 63,821 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.51M as of Q1 2026.
Resonant Capital Advisors sold 843 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $19.9K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.08% of Resonant Capital Advisors's portfolio in Q1 2026, its #147 holding.
Resonant Capital Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
Resonant Capital Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $2.19M in Q1 2023.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.