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

Summit 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
Q1 		$5.05M Buy
213,709
+1,690
+0.8% +$40K 0.06% 313
2025
Q4 		$5.01M Buy
212,019
+85
+0% +$2.01K 0.07% 265
2025
Q3 		$5.01M Buy
+211,934
New +$5M 0.08% 256

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Financial's BSMQ Position: Q1 2026 in Review

Summit Financial increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 0.8% in Q1 2026, buying an estimated $40K and bringing the position to 213,709 shares worth $5.05M. The position accounts for 0.06% of the portfolio, ranked #313.

Summit Financial first reported a position in BSMQ in Q3 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

  • Summit Financial held 213,709 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $5.05M as of Q1 2026.
  • Summit Financial bought 1,690 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $40K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.06% of Summit Financial's portfolio in Q1 2026, its #313 holding.
  • Summit Financial first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.