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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return