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

Accurate 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
Q2 		$1.1M Buy
46,651
+7,990
+21% +$188K 0.1% 212
2026
Q1 		$914K Buy
38,661
+5,126
+15% +$121K 0.11% 207
2025
Q4 		$794K Buy
33,535
+4,909
+17% +$116K 0.1% 210
2025
Q3 		$677K Buy
28,626
+4,902
+21% +$116K 0.09% 237
2025
Q2 		$560K Buy
+23,724
New +$556K 0.09% 239

Other funds holding BSMQ

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Accurate Wealth Management's BSMQ Position: Q2 2026 in Review

Accurate Wealth Management increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 21% in Q2 2026, buying an estimated $188K and bringing the position to 46,651 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #212.

Accurate Wealth Management first reported a position in BSMQ in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Accurate Wealth Management held 46,651 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.1M as of Q2 2026.
  • Accurate Wealth Management bought 7,990 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $188K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.1% of Accurate Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Accurate Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.