Foundry Financial Group’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Foundry Financial Group’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	$234K	Buy	9,942 +143	+1%	+$3.37K	0.1%	65
2026 Q1	$232K	Buy	9,799 +1,299	+15%	+$30.7K	0.11%	58
2025 Q4	$201K	Hold	8,500	–	–	0.1%	65
2025 Q3	$201K	Hold	8,500	–	–	0.11%	64
2025 Q2	$200K	Hold	8,500	–	–	0.11%	62
2025 Q1	$201K	Hold	8,500	–	–	0.12%	57
2024 Q4	$200K	Hold	8,500	–	–	0.12%	59
2024 Q3	$202K	Buy	+8,500	New	+$201K	0.13%	56
2024 Q2	–	Sell	-11,300	Closed	-$266K	–	56
2024 Q1	$266K	Hold	11,300	–	–	0.19%	47
2023 Q4	$268K	Buy	+11,300	New	+$263K	0.23%	47

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

Foundry Financial Group's BSMQ Position: Q2 2026 in Review

Foundry Financial Group increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 1.5% in Q2 2026, buying an estimated $3.37K and bringing the position to 9,942 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #65.

Foundry Financial Group first reported a position in BSMQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $268K in Q4 2023. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Foundry Financial Group held 9,942 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $234K as of Q2 2026.
Foundry Financial Group bought 143 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $3.37K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.1% of Foundry Financial Group's portfolio in Q2 2026, its #65 holding.
Foundry Financial Group first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Foundry Financial Group's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $268K in Q4 2023.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.