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

Diversify 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 		$259K Buy
11,031
+1,671
+18% +$39.4K ﹤0.01% 1104
2026
Q1 		$221K Buy
+9,360
New +$221K ﹤0.01% 1058

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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Diversify Wealth Management increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 18% in Q2 2026, buying an estimated $39.4K and bringing the position to 11,031 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Diversify Wealth Management first reported a position in BSMQ in Q1 2026 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Diversify Wealth Management held 11,031 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $259K as of Q2 2026.
  • Diversify Wealth Management bought 1,671 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $39.4K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1104 holding.
  • Diversify Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.