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

Ameriprise’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	$2.9M	Buy	123,166 +9,004	+8%	+$212K	﹤0.01%	2884
2026 Q1	$2.7M	Buy	114,162 +28,202	+33%	+$667K	﹤0.01%	2811
2025 Q4	$2.03M	Buy	85,960 +29,642	+53%	+$700K	﹤0.01%	2994
2025 Q3	$1.33M	Buy	56,318 +46,064	+449%	+$1.09M	﹤0.01%	3213
2025 Q2	$242K	Buy	+10,254	New	+$241K	﹤0.01%	3768

Other funds holding BSMQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise's BSMQ Position: Q2 2026 in Review

Ameriprise increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 7.9% in Q2 2026, buying an estimated $212K and bringing the position to 123,166 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2884.

Ameriprise first reported a position in BSMQ in Q2 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Ameriprise held 123,166 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $2.9M as of Q2 2026.
Ameriprise bought 9,004 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $212K.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2884 holding.
Ameriprise first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.