Diversify Advisory Services’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Diversify Advisory Services’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	$259K	Buy	+11,031	New	+$260K	﹤0.01%	1104
2026 Q1	–	Sell	-9,272	Closed	-$220K	–	291
2025 Q4	$220K	Buy	9,272 +40	+0.4%	+$945	0.01%	842
2025 Q3	$218K	Buy	9,232 +63	+0.7%	+$1.49K	0.01%	820
2025 Q2	$216K	Buy	9,169 +66	+0.7%	+$1.55K	0.01%	771
2025 Q1	$213K	Buy	9,103 +82	+0.9%	+$1.94K	0.01%	599
2024 Q4	$213K	Buy	+9,021	New	+$213K	0.01%	578

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

Diversify Advisory Services's BSMQ Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2026: 11,031 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in BSMQ as recently as Q4 2025.

Diversify Advisory Services first reported a position in BSMQ in Q4 2024 and has held it in 6 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Diversify Advisory Services held 11,031 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $259K as of Q2 2026.
Invesco BulletShares 2026 Municipal Bond ETF was a new Diversify Advisory Services position in Q2 2026.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1104 holding.
Diversify Advisory Services first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.