Voisard Asset Management Group’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Voisard Asset Management Group’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 Q3	$904K	Sell	38,607 -2,748	-7%	-$64.6K	0.17%	50
2026 Q2	$974K	Sell	41,355 -5,819	-12%	-$137K	0.18%	46
2026 Q1	$1.11M	Buy	47,174 +1,899	+4%	+$44.9K	0.24%	40
2025 Q4	$1.07M	Buy	45,275 +782	+2%	+$18.5K	0.23%	42
2025 Q3	$1.05M	Buy	44,493 +281	+0.6%	+$6.62K	0.24%	37
2025 Q2	$1.04M	Buy	44,212 +5,650	+15%	+$133K	0.27%	35
2025 Q1	$910K	Buy	38,562 +19,585	+103%	+$463K	0.27%	32
2024 Q4	$447K	Buy	18,977 +8,512	+81%	+$201K	0.15%	50
2024 Q3	$248K	Hold	10,465	–	–	0.1%	72
2024 Q2	$246K	Buy	10,465 +7,665	+274%	+$180K	0.12%	51
2024 Q1	$66K	Buy	+2,800	New	+$66.3K	0.04%	117

Other funds holding BSMQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Cooksen Wealth The Woodlands, Texas $163M AUM 15.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Voisard Asset Management Group's BSMQ Position: Q3 2026 in Review

Voisard Asset Management Group reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 6.6% in Q3 2026, selling an estimated $64.6K and leaving 38,607 shares worth $904K. The position accounts for 0.17% of the portfolio, ranked #50.

Voisard Asset Management Group first reported a position in BSMQ in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.11M in Q1 2026. 11 funds tracked by Wall St. Rank hold BSMQ as of Q3 2026.

Voisard Asset Management Group held 38,607 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $904K as of Q3 2026.
Voisard Asset Management Group sold 2,748 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2026, an estimated $64.6K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.17% of Voisard Asset Management Group's portfolio in Q3 2026, its #50 holding.
Voisard Asset Management Group first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2024 and has held it in 11 quarters since.
Voisard Asset Management Group's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $1.11M in Q1 2026.
11 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2026.

Based on Voisard Asset Management Group's 13F filing for Q3 2026, filed 13 Oct 2026.