Steward Partners Investment Advisory’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Steward Partners Investment Advisory’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	$685K	Buy	29,005 +2,947	+11%	+$69.7K	﹤0.01%	1359
2025 Q4	$616K	Buy	26,058 +16,441	+171%	+$388K	﹤0.01%	1306
2025 Q3	$227K	Buy	9,617 +8,557	+807%	+$202K	﹤0.01%	1807
2025 Q2	$25K	Buy	+1,060	New	+$24.9K	﹤0.01%	2815
2021 Q3	–	Sell	-1,079	Closed	-$28K	–	3183
2021 Q2	$28K	Hold	1,079	–	–	﹤0.01%	4374
2021 Q1	$27.7K	Buy	+1,079	New	+$27.9K	﹤0.01%	2309

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

Steward Partners Investment Advisory's BSMQ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 11% in Q1 2026, buying an estimated $69.7K and bringing the position to 29,005 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Steward Partners Investment Advisory first reported a position in BSMQ in Q1 2021 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

Steward Partners Investment Advisory held 29,005 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $685K as of Q1 2026.
Steward Partners Investment Advisory bought 2,947 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $69.7K.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1359 holding.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2021 and has held it in 6 quarters since.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.