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Independent Advisor Alliance’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Independent Advisor Alliance’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 		– Sell
-10,612
Closed -$251K – 1104
2026
Q1 		$251K Buy
+10,612
New +$251K ﹤0.01% 1409

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

Independent Advisor Alliance's BSMQ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2026, closing a stake of 10,612 shares — an estimated $251K sold.

Independent Advisor Alliance first reported a position in BSMQ in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,612 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $251K.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $251K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.