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

VestGen 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
2026 Q1	$1.15M	Sell	48,812 -12,023	-20%	-$284K	0.03%	423
2025 Q4	$1.44M	Sell	60,835 -85,195	-58%	-$2.01M	0.06%	294
2025 Q3	$3.45M	Sell	146,030 -3,838	-3%	-$90.5K	0.11%	171
2025 Q2	$3.53M	Buy	149,868 +2,057	+1%	+$48.3K	0.14%	148
2025 Q1	$3.49M	Buy	+147,811	New	+$3.5M	0.16%	133

Other funds holding BSMQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VestGen Advisors's BSMQ Position: Q1 2026 in Review

VestGen Advisors reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 20% in Q1 2026, selling an estimated $284K and leaving 48,812 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #423.

VestGen Advisors first reported a position in BSMQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.53M in Q2 2025. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

VestGen Advisors held 48,812 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.15M as of Q1 2026.
VestGen Advisors sold 12,023 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $284K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.03% of VestGen Advisors's portfolio in Q1 2026, its #423 holding.
VestGen Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $3.53M in Q2 2025.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.