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Fourth Dimension Wealth’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Fourth Dimension Wealth’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 		$352K Sell
14,935
-3,108
-17% -$73.3K 0.11% 124
2026
Q1 		$426K Sell
18,043
-593
-3% -$14K 0.16% 86
2025
Q4 		$441K Buy
+18,636
New +$440K 0.16% 86

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

Fourth Dimension Wealth's BSMQ Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 17% in Q2 2026, selling an estimated $73.3K and leaving 14,935 shares worth $352K. The position accounts for 0.11% of the portfolio, ranked #124.

Fourth Dimension Wealth first reported a position in BSMQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $441K in Q4 2025. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Fourth Dimension Wealth held 14,935 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $352K as of Q2 2026.
  • Fourth Dimension Wealth sold 3,108 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $73.3K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.11% of Fourth Dimension Wealth's portfolio in Q2 2026, its #124 holding.
  • Fourth Dimension Wealth first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Fourth Dimension Wealth's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $441K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.