PMFA
BSMQ icon

Plante Moran Financial Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Plante Moran Financial 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 		$50.1K Buy
+2,128
New +$50.2K ﹤0.01% 355

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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

Plante Moran Financial Advisors's BSMQ Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2026: 2,128 shares worth $50.1K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings.

139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Plante Moran Financial Advisors held 2,128 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $50.1K as of Q2 2026.
  • Invesco BulletShares 2026 Municipal Bond ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #355 holding.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.