AWM
BSMQ icon

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

AE 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 		– Sell
-2,000
Closed -$47.3K – 2681
2026
Q1 		$47.3K Hold
2,000
– – ﹤0.01% 1970
2025
Q4 		$47.3K Buy
+2,000
New +$47.2K ﹤0.01% 1864

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

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

AE Wealth Management sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2026, closing a stake of 2,000 shares — an estimated $47.3K sold.

AE Wealth Management first reported a position in BSMQ in Q4 2025 and held it in 2 quarters. The position peaked at $47.3K in Q4 2025. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • AE Wealth Management reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 2,000 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $47.3K.
  • AE Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • AE Wealth Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $47.3K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.