Meridian Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Meridian Wealth Management’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	$891K	Hold	37,846	–	–	0.03%	402
2026 Q1	$894K	Hold	37,846	–	–	0.03%	379
2025 Q4	$895K	Hold	37,846	–	–	0.03%	372
2025 Q3	$894K	Buy	37,846 +5,314	+16%	+$125K	0.03%	349
2025 Q2	$766K	Hold	32,532	–	–	0.03%	361
2025 Q1	$768K	Sell	32,532 -1,956	-6%	-$46.3K	0.04%	335
2024 Q4	$813K	Buy	34,488 +14	+0%	+$331	0.04%	328
2024 Q3	$818K	Buy	34,474 +5,115	+17%	+$121K	0.04%	316
2024 Q2	$690K	Buy	+29,359	New	+$689K	0.08%	148
2024 Q1	–	Sell	-14,891	Closed	-$354K	–	224
2023 Q4	$354K	Buy	+14,891	New	+$347K	0.02%	457

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

Meridian Wealth Management's BSMQ Position: Q2 2026 in Review

Meridian Wealth Management held its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) position steady in Q2 2026 at 37,846 shares worth $891K. The position accounts for 0.03% of the portfolio, ranked #402.

Meridian Wealth Management first reported a position in BSMQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $895K in Q4 2025. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Meridian Wealth Management held 37,846 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $891K as of Q2 2026.
Meridian Wealth Management left its Invesco BulletShares 2026 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #402 holding.
Meridian Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Meridian Wealth Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $895K in Q4 2025.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.