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

IFP 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 		$111K Sell
4,700
-247
-5% -$5.82K ﹤0.01% 1916
2026
Q1 		$117K Buy
4,947
+2,447
+98% +$57.9K ﹤0.01% 1748
2025
Q4 		$59.1K Sell
2,500
-1,128
-31% -$26.6K ﹤0.01% 2097
2025
Q3 		$85.7K Buy
3,628
+2,499
+221% +$58.9K ﹤0.01% 1779
2025
Q2 		$26.6K Sell
1,129
-677
-37% -$15.9K ﹤0.01% 2389
2025
Q1 		$42.6K Buy
1,806
+9
+0.5% +$213 ﹤0.01% 1963
2024
Q4 		$42.4K Buy
1,797
+13
+0.7% +$307 ﹤0.01% 1904
2024
Q3 		$42.4K Buy
1,784
+13
+0.7% +$307 ﹤0.01% 1802
2024
Q2 		$41.6K Buy
1,771
+11
+0.6% +$258 ﹤0.01% 1756
2024
Q1 		$41.5K Buy
1,760
+12
+0.7% +$284 ﹤0.01% 1669
2023
Q4 		$41.5K Buy
1,748
+11
+0.6% +$256 ﹤0.01% 1608
2023
Q3 		$39.9K Buy
1,737
+11
+0.6% +$257 ﹤0.01% 1649
2023
Q2 		$40.6K Buy
1,726
+1,286
+292% +$30.3K ﹤0.01% 1700
2023
Q1 		$11K Sell
440
-809
-65% -$19.2K ﹤0.01% 2245
2022
Q4 		$31K Buy
+1,249
New +$29K ﹤0.01% 2566

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

IFP Advisors's BSMQ Position: Q2 2026 in Review

IFP Advisors reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 5% in Q2 2026, selling an estimated $5.82K and leaving 4,700 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

IFP Advisors first reported a position in BSMQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $117K in Q1 2026. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • IFP Advisors held 4,700 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $111K as of Q2 2026.
  • IFP Advisors sold 247 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $5.82K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1916 holding.
  • IFP Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • IFP Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $117K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.