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

Waverly 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 		$1.24M Buy
52,531
+7,743
+17% +$183K 0.01% 771
2025
Q4 		$1.06M Buy
44,788
+13,612
+44% +$322K 0.01% 745
2025
Q3 		$737K Buy
31,176
+7,764
+33% +$183K 0.01% 725
2025
Q2 		$552K Buy
23,412
+2,752
+13% +$64.6K 0.01% 770
2025
Q1 		$488K Buy
20,660
+5,898
+40% +$140K 0.01% 778
2024
Q4 		$348K Buy
14,762
+3,860
+35% +$91.2K 0.01% 779
2024
Q3 		$259K Buy
10,902
+2,317
+27% +$54.8K ﹤0.01% 721
2024
Q2 		$202K Buy
+8,585
New +$202K ﹤0.01% 768

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Waverly Advisors's BSMQ Position: Q1 2026 in Review

Waverly Advisors increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 17% in Q1 2026, buying an estimated $183K and bringing the position to 52,531 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #771.

Waverly Advisors first reported a position in BSMQ in Q2 2024 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

  • Waverly Advisors held 52,531 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.24M as of Q1 2026.
  • Waverly Advisors bought 7,743 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $183K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #771 holding.
  • Waverly Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.