Western Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Western Wealth Management’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	$265K	Sell	11,200 -5,200	-32%	-$123K	0.01%	838
2025 Q4	$388K	Buy	16,400 +500	+3%	+$11.8K	0.02%	586
2025 Q3	$376K	Buy	15,900 +5,000	+46%	+$118K	0.02%	527
2025 Q2	$257K	Buy	+10,900	New	+$256K	0.02%	601

Other funds holding BSMQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Western Wealth Management's BSMQ Position: Q1 2026 in Review

Western Wealth Management reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 32% in Q1 2026, selling an estimated $123K and leaving 11,200 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #838.

Western Wealth Management first reported a position in BSMQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $388K in Q4 2025. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

Western Wealth Management held 11,200 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $265K as of Q1 2026.
Western Wealth Management sold 5,200 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $123K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #838 holding.
Western Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
Western Wealth Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $388K in Q4 2025.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.