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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$552K Buy
23,412
+2,752
+13% +$64.8K 0.01% 769
2025
Q1 		$488K Buy
20,660
+5,898
+40% +$139K 0.01% 778
2024
Q4 		$348K Buy
14,762
+3,860
+35% +$91K 0.01% 777
2024
Q3 		$259K Buy
10,902
+2,317
+27% +$55K ﹤0.01% 721
2024
Q2 		$202K Buy
+8,585
New +$202K ﹤0.01% 767