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Mills Wealth Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Mills Wealth Advisors’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
-11,185
Closed -$264K – 79
2026
Q1 		$264K Buy
+11,185
New +$265K 0.09% 64

Other funds holding BSMQ

KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FF
Farnam Financial Phoenix, Arizona $137M AUM 26.86% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Mills Wealth Advisors's BSMQ Position: Q2 2026 in Review

Mills Wealth Advisors sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2026, closing a stake of 11,185 shares — an estimated $264K sold.

Mills Wealth Advisors first reported a position in BSMQ in Q1 2026 and held it in 1 quarter. The position peaked at $264K in Q1 2026. 40 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Mills Wealth Advisors reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Mills Wealth Advisors sold 11,185 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $264K.
  • Mills Wealth Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Mills Wealth Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $264K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.