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

TPG Financial 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
2024
Q4 		– Sell
-13,482
Closed -$320K – 65
2024
Q3 		$320K Buy
13,482
+89
+0.7% +$2.1K 0.14% 53
2024
Q2 		$315K Buy
+13,393
New +$314K 0.15% 53

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TPG Financial Advisors's BSMQ Position: Q4 2024 in Review

TPG Financial Advisors sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q4 2024, closing a stake of 13,482 shares — an estimated $320K sold.

TPG Financial Advisors first reported a position in BSMQ in Q2 2024 and held it in 2 quarters. The position peaked at $320K in Q3 2024. 125 funds tracked by Wall St. Rank hold BSMQ as of Q4 2024.

  • TPG Financial Advisors reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • TPG Financial Advisors sold 13,482 Invesco BulletShares 2026 Municipal Bond ETF shares in Q4 2024, an estimated $320K.
  • TPG Financial Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2024 and held it in 2 quarters.
  • TPG Financial Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $320K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q4 2024.

Based on TPG Financial Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.