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

WESPAC 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 Q3	$311K	Hold	13,257	–	–	0.16%	156
2026 Q2	$312K	Sell	13,257 -12,779	-49%	-$301K	0.15%	144
2026 Q1	$615K	Hold	26,036	–	–	0.34%	94
2025 Q4	$616K	Hold	26,036	–	–	0.33%	91
2025 Q3	$615K	Hold	26,036	–	–	0.36%	103
2025 Q2	$613K	Buy	26,036 +8,536	+49%	+$200K	0.43%	97
2025 Q1	$413K	Hold	17,500	–	–	0.34%	102
2024 Q4	$412K	Hold	17,500	–	–	0.3%	108
2024 Q3	$415K	Hold	17,500	–	–	0.31%	102
2024 Q2	$411K	Sell	17,500 -17,500	-50%	-$411K	0.32%	104
2024 Q1	$825K	Buy	35,000 +9,442	+37%	+$223K	0.48%	77
2023 Q4	$607K	Hold	25,558	–	–	0.42%	80
2023 Q3	$588K	Buy	25,558 +12,772	+100%	+$298K	0.44%	76
2023 Q2	$301K	Buy	+12,786	New	+$302K	0.24%	97

Other funds holding BSMQ

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

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

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

Farnam Financial Phoenix, Arizona $135M AUM 19.18% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

WESPAC Advisors's BSMQ Position: Q3 2026 in Review

WESPAC Advisors held its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) position steady in Q3 2026 at 13,257 shares worth $311K. The position accounts for 0.16% of the portfolio, ranked #156.

WESPAC Advisors first reported a position in BSMQ in Q2 2023 and has held it in 14 quarters since. The position peaked at $825K in Q1 2024. 42 funds tracked by Wall St. Rank hold BSMQ as of Q3 2026.

WESPAC Advisors held 13,257 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $311K as of Q3 2026.
WESPAC Advisors left its Invesco BulletShares 2026 Municipal Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.16% of WESPAC Advisors's portfolio in Q3 2026, its #156 holding.
WESPAC Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2023 and has held it in 14 quarters since.
WESPAC Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $825K in Q1 2024.
42 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.