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

Axxcess 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	$298K	Buy	12,665 +2,099	+20%	+$49.5K	﹤0.01%	856
2026 Q1	$250K	Buy	10,566 +812	+8%	+$19.2K	0.01%	350
2025 Q4	$231K	Buy	9,754 +495	+5%	+$11.7K	﹤0.01%	943
2025 Q3	$219K	Buy	9,259 +266	+3%	+$6.27K	﹤0.01%	860
2025 Q2	$212K	Buy	+8,993	New	+$211K	0.01%	832

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

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

Axxcess Wealth Management increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 20% in Q2 2026, buying an estimated $49.5K and bringing the position to 12,665 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Axxcess Wealth Management 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.

Axxcess Wealth Management held 12,665 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $298K as of Q2 2026.
Axxcess Wealth Management bought 2,099 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $49.5K.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #856 holding.
Axxcess Wealth Management 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 Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.