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 Q2	$688K	Buy	29,204 +199	+0.7%	+$4.69K	﹤0.01%	1526
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 $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Steward Partners Investment Advisory's BSMQ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 0.69% in Q2 2026, buying an estimated $4.69K and bringing the position to 29,204 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Steward Partners Investment Advisory first reported a position in BSMQ in Q1 2021 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Steward Partners Investment Advisory held 29,204 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $688K as of Q2 2026.
Steward Partners Investment Advisory bought 199 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $4.69K.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1526 holding.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2021 and has held it in 7 quarters since.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.