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

Stonebridge Capital Advisors’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
2022
Q2 		– Sell
-1,500
Closed -$36K – 923
2022
Q1 		$36K Buy
+1,500
New +$37.6K ﹤0.01% 437

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Stonebridge Capital Advisors's BSMQ Position: Q2 2022 in Review

Stonebridge Capital Advisors sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2022, closing a stake of 1,500 shares — an estimated $36K sold.

Stonebridge Capital Advisors first reported a position in BSMQ in Q1 2022 and held it in 1 quarter. The position peaked at $36K in Q1 2022. 40 funds tracked by Wall St. Rank hold BSMQ as of Q2 2022.

  • Stonebridge Capital Advisors reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 1,500 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2022, an estimated $36K.
  • Stonebridge Capital Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2022 and held it in 1 quarter.
  • Stonebridge Capital Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $36K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.