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

Nations 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	$219K	Buy	9,310 +9	+0.1%	+$212	0.01%	726
2026 Q1	$220K	Buy	9,301 +10	+0.1%	+$237	0.01%	717
2025 Q4	$220K	Buy	9,291 +8	+0.1%	+$189	0.01%	691
2025 Q3	$219K	Buy	+9,283	New	+$219K	0.01%	659

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

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

Nations Financial Group increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 0.1% in Q2 2026, buying an estimated $212 and bringing the position to 9,310 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #726.

Nations Financial Group first reported a position in BSMQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $220K in Q1 2026. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Nations Financial Group held 9,310 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $219K as of Q2 2026.
Nations Financial Group bought 9 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $212.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #726 holding.
Nations Financial Group first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
Nations Financial Group's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $220K in Q1 2026.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.