Kestra Advisory Services’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Kestra Advisory Services’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	$957K	Buy	+40,648	New	+$958K	﹤0.01%	1861
2026 Q1	–	Sell	-4,921	Closed	-$116K	–	3283
2025 Q4	$116K	Buy	+4,921	New	+$116K	﹤0.01%	3313
2024 Q4	–	Sell	-21,538	Closed	-$511K	–	2674
2024 Q3	$511K	Buy	21,538 +1,700	+9%	+$40.2K	﹤0.01%	1754
2024 Q2	$466K	Buy	+19,838	New	+$466K	﹤0.01%	1829

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

Kestra Advisory Services's BSMQ Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2026: 40,648 shares worth $957K. The stake represents ﹤0.01% of the portfolio and ranks #1861 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in BSMQ as recently as Q4 2025.

Kestra Advisory Services first reported a position in BSMQ in Q2 2024 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Kestra Advisory Services held 40,648 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $957K as of Q2 2026.
Invesco BulletShares 2026 Municipal Bond ETF was a new Kestra Advisory Services position in Q2 2026.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1861 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2024 and has held it in 4 quarters since.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.