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Atlantic Union Bankshares’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Atlantic Union Bankshares’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 		$5.19M Buy
220,272
+40,887
+23% +$964K 0.09% 197
2026
Q1 		$4.24M Buy
179,385
+11,345
+7% +$268K 0.08% 202
2025
Q4 		$3.97M Sell
168,040
-6,294
-4% -$149K 0.07% 213
2025
Q3 		$4.12M Buy
174,334
+9,013
+5% +$212K 0.08% 216
2025
Q2 		$3.89M Buy
165,321
+17,116
+12% +$401K 0.09% 197
2025
Q1 		$3.5M Buy
148,205
+14,070
+10% +$333K 0.21% 113
2024
Q4 		$3.16M Buy
134,135
+32,404
+32% +$766K 0.18% 117
2024
Q3 		$2.42M Buy
101,731
+25,465
+33% +$602K 0.14% 140
2024
Q2 		$1.79M Buy
76,266
+10,363
+16% +$243K 0.11% 156
2024
Q1 		$1.55M Buy
65,903
+3,789
+6% +$89.7K 0.13% 145
2023
Q4 		$1.48M Buy
62,114
+14,531
+31% +$338K 0.14% 146
2023
Q3 		$1.09M Buy
47,583
+5,599
+13% +$131K 0.11% 163
2023
Q2 		$987K Buy
41,984
+22,047
+111% +$520K 0.1% 169
2023
Q1 		$474K Sell
19,937
-188
-0.9% -$4.46K 0.05% 197
2022
Q4 		$473K Buy
+20,125
New +$468K 0.05% 184

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
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Atlantic Union Bankshares's BSMQ Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 23% in Q2 2026, buying an estimated $964K and bringing the position to 220,272 shares worth $5.19M. The position accounts for 0.09% of the portfolio, ranked #197.

Atlantic Union Bankshares first reported a position in BSMQ in Q4 2022 and has held it in 15 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Atlantic Union Bankshares held 220,272 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $5.19M as of Q2 2026.
  • Atlantic Union Bankshares bought 40,887 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $964K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.09% of Atlantic Union Bankshares's portfolio in Q2 2026, its #197 holding.
  • Atlantic Union Bankshares first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.