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

Savant Capital’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	$715K	Sell	30,263 -223	-0.7%	-$5.27K	﹤0.01%	743
2025 Q4	$721K	Buy	30,486 +18	+0.1%	+$425	﹤0.01%	687
2025 Q3	$720K	Sell	30,468 -192	-0.6%	-$4.53K	﹤0.01%	670
2025 Q2	$722K	Buy	30,660 +19	+0.1%	+$446	0.01%	625
2025 Q1	$723K	Sell	30,641 -13,580	-31%	-$321K	0.01%	570
2024 Q4	$1.04M	Sell	44,221 -1,959	-4%	-$46.3K	0.01%	635
2024 Q3	$1.1M	Buy	46,180 +13,877	+43%	+$328K	0.01%	608
2024 Q2	$759K	Hold	32,303	–	–	0.01%	673
2024 Q1	$761K	Hold	32,303	–	–	0.01%	622
2023 Q4	$767K	Sell	32,303 -4,775	-13%	-$111K	0.01%	468
2023 Q3	$852K	Sell	37,078 -8,116	-18%	-$190K	0.01%	422
2023 Q2	$1.06M	Sell	45,194 -12,328	-21%	-$291K	0.02%	368
2023 Q1	$1.37M	Buy	+57,522	New	+$1.36M	0.03%	276

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

Savant Capital's BSMQ Position: Q1 2026 in Review

Savant Capital reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 0.73% in Q1 2026, selling an estimated $5.27K and leaving 30,263 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Savant Capital first reported a position in BSMQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.37M in Q1 2023. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

Savant Capital held 30,263 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $715K as of Q1 2026.
Savant Capital sold 223 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $5.27K.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #743 holding.
Savant Capital first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
Savant Capital's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $1.37M in Q1 2023.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.