Stifel Financial
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Stifel Financial’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Stifel Financial’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 		$1.82M Buy
77,363
+7,868
+11% +$186K ﹤0.01% 2159
2026
Q1 		$1.64M Sell
69,495
-4,592
-6% -$109K ﹤0.01% 2109
2025
Q4 		$1.75M Buy
74,087
+13,103
+21% +$310K ﹤0.01% 2020
2025
Q3 		$1.44M Buy
60,984
+3,540
+6% +$83.4K ﹤0.01% 2145
2025
Q2 		$1.35M Buy
57,444
+7,580
+15% +$178K ﹤0.01% 2117
2025
Q1 		$1.18M Buy
49,864
+607
+1% +$14.4K ﹤0.01% 2123
2024
Q4 		$1.16M Sell
49,257
-4,347
-8% -$103K ﹤0.01% 2155
2024
Q3 		$1.27M Buy
53,604
+41,807
+354% +$988K ﹤0.01% 2064
2024
Q2 		$277K Sell
11,797
-1,542
-12% -$36.2K ﹤0.01% 2953
2024
Q1 		$314K Buy
13,339
+1,478
+12% +$35K ﹤0.01% 2890
2023
Q4 		$282K Sell
11,861
-74
-0.6% -$1.72K ﹤0.01% 2887
2023
Q3 		$274K Sell
11,935
-315
-3% -$7.36K ﹤0.01% 2837
2023
Q2 		$288K Buy
12,250
+720
+6% +$17K ﹤0.01% 2848
2023
Q1 		$274K Sell
11,530
-38
-0.3% -$900 ﹤0.01% 2872
2022
Q4 		$272K Buy
+11,568
New +$269K ﹤0.01% 2820

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AUB
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

Stifel Financial's BSMQ Position: Q2 2026 in Review

Stifel Financial increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 11% in Q2 2026, buying an estimated $186K and bringing the position to 77,363 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Stifel Financial first reported a position in BSMQ in Q4 2022 and has held it in 15 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Stifel Financial held 77,363 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.82M as of Q2 2026.
  • Stifel Financial bought 7,868 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $186K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2159 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.