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RAFFA WEALTH MANAGEMENT, LLC’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-647
Closed -$15.4K – 1118
2024
Q3 		$15.4K Hold
647
– – ﹤0.01% 265
2024
Q2 		$15.2K Hold
647
– – ﹤0.01% 378
2024
Q1 		$15.2K Buy
+647
New +$15.3K ﹤0.01% 361

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 $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BSMQ Position: Q4 2024 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q4 2024, closing a stake of 647 shares — an estimated $15.4K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BSMQ in Q1 2024 and held it in 3 quarters. The position peaked at $15.4K in Q3 2024. 125 funds tracked by Wall St. Rank hold BSMQ as of Q4 2024.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 647 Invesco BulletShares 2026 Municipal Bond ETF shares in Q4 2024, an estimated $15.4K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2024 and held it in 3 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $15.4K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q4 2024.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2024, filed 27 Jul 2026.