Aptus Capital Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Aptus Capital Advisors’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	$1.57M	Sell	66,518 -1,125	-2%	-$26.5K	0.01%	540
2026 Q1	$1.6M	Buy	67,643 +5,959	+10%	+$141K	0.01%	509
2025 Q4	$1.46M	Buy	61,684 +374	+0.6%	+$8.84K	0.01%	508
2025 Q3	$1.45M	Buy	61,310 +403	+0.7%	+$9.5K	0.01%	492
2025 Q2	$1.43M	Buy	60,907 +4,635	+8%	+$109K	0.01%	473
2025 Q1	$1.33M	Buy	56,272 +1,153	+2%	+$27.3K	0.01%	457
2024 Q4	$1.3M	Buy	55,119 +4,225	+8%	+$99.8K	0.01%	463
2024 Q3	$1.21M	Buy	50,894 +4,229	+9%	+$100K	0.02%	375
2024 Q2	$1.1M	Hold	46,665	–	–	0.02%	377
2024 Q1	$1.1M	Buy	+46,665	New	+$1.1M	0.02%	384

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

Aptus Capital Advisors's BSMQ Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 1.7% in Q2 2026, selling an estimated $26.5K and leaving 66,518 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #540.

Aptus Capital Advisors first reported a position in BSMQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.6M in Q1 2026. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Aptus Capital Advisors held 66,518 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.57M as of Q2 2026.
Aptus Capital Advisors sold 1,125 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $26.5K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #540 holding.
Aptus Capital Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $1.6M in Q1 2026.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.