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

Larson 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	$126K	Hold	5,337	–	–	﹤0.01%	1065
2026 Q1	$126K	Hold	5,337	–	–	﹤0.01%	895
2025 Q4	$126K	Hold	5,337	–	–	﹤0.01%	853
2025 Q3	$126K	Hold	5,337	–	–	﹤0.01%	827
2025 Q2	$126K	Hold	5,337	–	–	0.01%	775
2025 Q1	$126K	Buy	+5,337	New	+$126K	0.01%	732

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

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

Larson Financial Group held its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) position steady in Q2 2026 at 5,337 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Larson Financial Group first reported a position in BSMQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $126K in Q4 2025. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Larson Financial Group held 5,337 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $126K as of Q2 2026.
Larson Financial Group left its Invesco BulletShares 2026 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1065 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Larson Financial Group's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $126K in Q4 2025.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.