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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Axxcess Wealth Management's BSMQ Position: Q1 2026 in Review

Axxcess Wealth Management increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 8.3% in Q1 2026, buying an estimated $19.2K and bringing the position to 10,566 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #350.

Axxcess Wealth Management first reported a position in BSMQ in Q2 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

  • Axxcess Wealth Management held 10,566 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $250K as of Q1 2026.
  • Axxcess Wealth Management bought 812 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $19.2K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q1 2026, its #350 holding.
  • Axxcess Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.