EP Wealth Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

EP Wealth Advisors’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	$188K	Buy	+7,976	New	+$188K	﹤0.01%	1527
2025 Q2	$283K	Sell	12,016 -4,356	-27%	-$102K	﹤0.01%	1053
2025 Q1	$387K	Hold	16,372	–	–	﹤0.01%	801
2024 Q4	$386K	Buy	+16,372	New	+$387K	﹤0.01%	773

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

EP Wealth Advisors's BSMQ Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2026: 7,976 shares worth $188K. The stake represents ﹤0.01% of the portfolio and ranks #1527 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in BSMQ as recently as Q2 2025.

EP Wealth Advisors first reported a position in BSMQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $387K in Q1 2025. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

EP Wealth Advisors held 7,976 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $188K as of Q2 2026.
Invesco BulletShares 2026 Municipal Bond ETF was a new EP Wealth Advisors position in Q2 2026.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1527 holding.
EP Wealth Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2024 and has held it in 4 quarters since.
EP Wealth Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $387K in Q1 2025.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.