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Advisornet Financial’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Advisornet Financial’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 		– Sell
-604
Closed -$14.3K – 2285
2026
Q1 		$14.3K Hold
604
– – ﹤0.01% 1426
2025
Q4 		$14.3K Hold
604
– – ﹤0.01% 1435
2025
Q3 		$14.3K Sell
604
-307
-34% -$7.24K ﹤0.01% 1414
2025
Q2 		$21.5K Hold
911
– – ﹤0.01% 1244
2025
Q1 		$21.5K Sell
911
-46
-5% -$1.09K ﹤0.01% 1166
2024
Q4 		$22.6K Hold
957
– – ﹤0.01% 1103
2024
Q3 		$22.7K Buy
957
+353
+58% +$8.34K ﹤0.01% 1157
2024
Q2 		$14.2K Hold
604
– – ﹤0.01% 1205
2024
Q1 		$14.2K Hold
604
– – ﹤0.01% 1183
2023
Q4 		$14.3K Hold
604
– – ﹤0.01% 1205
2023
Q3 		$13.9K Hold
604
– – ﹤0.01% 1155
2023
Q2 		$14.2K Hold
604
– – ﹤0.01% 1226
2023
Q1 		$14.4K Hold
604
– – ﹤0.01% 1191
2022
Q4 		$14.2K Hold
604
– – ﹤0.01% 1187
2022
Q3 		$14K Sell
604
-1,710
-74% -$40.6K ﹤0.01% 1224
2022
Q2 		$55K Buy
2,314
+210
+10% +$4.98K 0.01% 841
2022
Q1 		$51K Buy
2,104
+1,500
+248% +$37.6K ﹤0.01% 961
2021
Q4 		$16K Hold
604
– – ﹤0.01% 1342
2021
Q3 		$16K Hold
604
– – ﹤0.01% 1310
2021
Q2 		$16K Hold
604
– – ﹤0.01% 1296
2021
Q1 		$16K Hold
604
– – ﹤0.01% 1240
2020
Q4 		$16K Hold
604
– – ﹤0.01% 1181
2020
Q3 		$15K Hold
604
– – ﹤0.01% 1165
2020
Q2 		$15K Buy
+604
New +$14.9K ﹤0.01% 1184

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Advisornet Financial's BSMQ Position: Q2 2026 in Review

Advisornet Financial sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2026, closing a stake of 604 shares — an estimated $14.3K sold.

Advisornet Financial first reported a position in BSMQ in Q2 2020 and held it in 24 quarters. The position peaked at $55K in Q2 2022. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Advisornet Financial reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Advisornet Financial sold 604 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $14.3K.
  • Advisornet Financial first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2020 and held it in 24 quarters.
  • Advisornet Financial's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $55K in Q2 2022.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.