OneDigital Investment Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

OneDigital Investment 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	$817K	Hold	34,713	–	–	0.01%	821
2026 Q1	$820K	Hold	34,713	–	–	0.01%	755
2025 Q4	$821K	Hold	34,713	–	–	0.01%	746
2025 Q3	$820K	Sell	34,713 -170	-0.5%	-$4.01K	0.01%	734
2025 Q2	$822K	Buy	34,883 +848	+2%	+$19.9K	0.01%	707
2025 Q1	$804K	Hold	34,035	–	–	0.01%	678
2024 Q4	$802K	Hold	34,035	–	–	0.01%	711
2024 Q3	$808K	Hold	34,035	–	–	0.01%	740
2024 Q2	$800K	Buy	+34,035	New	+$799K	0.01%	700

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

OneDigital Investment Advisors's BSMQ Position: Q2 2026 in Review

OneDigital Investment Advisors held its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) position steady in Q2 2026 at 34,713 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #821.

OneDigital Investment Advisors first reported a position in BSMQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $822K in Q2 2025. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

OneDigital Investment Advisors held 34,713 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $817K as of Q2 2026.
OneDigital Investment Advisors 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 OneDigital Investment Advisors's portfolio in Q2 2026, its #821 holding.
OneDigital Investment Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $822K in Q2 2025.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.