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

Cornerstone 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	$1.22M	Buy	51,997 +1,800	+4%	+$42.4K	0.05%	304
2026 Q1	$1.19M	Buy	50,197 +23	+0%	+$544	0.06%	283
2025 Q4	$1.19M	Sell	50,174 -3	-0%	-$71	0.06%	268
2025 Q3	$1.19M	Sell	50,177 -6,008	-11%	-$142K	0.07%	244
2025 Q2	$1.32M	Buy	56,185 +10,050	+22%	+$236K	0.08%	211
2025 Q1	$1.09M	Buy	46,135 +3,684	+9%	+$87.1K	0.07%	227
2024 Q4	$1M	Buy	42,451 +4,040	+11%	+$95.5K	0.07%	228
2024 Q3	$912K	Buy	38,411 +2,012	+6%	+$47.6K	0.06%	234
2024 Q2	$855K	Buy	36,399 +1,620	+5%	+$38K	0.07%	230
2024 Q1	$820K	Buy	34,779 +487	+1%	+$11.5K	0.07%	234
2023 Q4	$815K	Buy	+34,292	New	+$799K	0.07%	230

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

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

ADL

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

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

Cornerstone Wealth Management increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 3.6% in Q2 2026, buying an estimated $42.4K and bringing the position to 51,997 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #304.

Cornerstone Wealth Management first reported a position in BSMQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q2 2025. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Cornerstone Wealth Management held 51,997 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.22M as of Q2 2026.
Cornerstone Wealth Management bought 1,800 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $42.4K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #304 holding.
Cornerstone Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Cornerstone Wealth Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $1.32M in Q2 2025.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.