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

Truist 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 		$7.9M Buy
334,424
+24,953
+8% +$590K 0.01% 678
2025
Q4 		$7.32M Buy
309,471
+4,145
+1% +$97.9K 0.01% 708
2025
Q3 		$7.21M Buy
305,326
+6,365
+2% +$150K 0.01% 728
2025
Q2 		$7.04M Sell
298,961
-3,193
-1% -$74.9K 0.01% 707
2025
Q1 		$7.13M Buy
302,154
+1,939
+0.6% +$45.9K 0.01% 678
2024
Q4 		$7.08M Sell
300,215
-1,480
-0.5% -$35K 0.01% 688
2024
Q3 		$7.16M Buy
301,695
+2,258
+0.8% +$53.4K 0.01% 696
2024
Q2 		$7.04M Buy
+299,437
New +$7.03M 0.01% 724

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
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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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