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Sigma Planning Corp’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Sigma Planning Corp’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
2025
Q2 		– Sell
-11,157
Closed -$263K – 1259
2025
Q1 		$263K Buy
11,157
+946
+9% +$22.4K 0.01% 1000
2024
Q4 		$241K Buy
+10,211
New +$241K 0.01% 1013

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sigma Planning Corp's BSMQ Position: Q2 2025 in Review

Sigma Planning Corp sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2025, closing a stake of 11,157 shares — an estimated $263K sold.

Sigma Planning Corp first reported a position in BSMQ in Q4 2024 and held it in 2 quarters. The position peaked at $263K in Q1 2025. 142 funds tracked by Wall St. Rank hold BSMQ as of Q2 2025.

  • Sigma Planning Corp reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 11,157 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2025, an estimated $263K.
  • Sigma Planning Corp first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Sigma Planning Corp's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $263K in Q1 2025.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.