Resonant Capital Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Resonant Capital 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	$1.48M	Sell	62,865 -956	-1%	-$22.5K	0.07%	155
2026 Q1	$1.51M	Sell	63,821 -843	-1%	-$19.9K	0.08%	147
2025 Q4	$1.53M	Sell	64,664 -825	-1%	-$19.5K	0.08%	134
2025 Q3	$1.55M	Hold	65,489	–	–	0.09%	133
2025 Q2	$1.54M	Sell	65,489 -2,017	-3%	-$47.3K	0.1%	127
2025 Q1	$1.59M	Sell	67,506 -4,199	-6%	-$99.3K	0.11%	119
2024 Q4	$1.69M	Sell	71,705 -14,828	-17%	-$350K	0.12%	115
2024 Q3	$2.05M	Sell	86,533 -1,431	-2%	-$33.8K	0.15%	106
2024 Q2	$2.07M	Sell	87,964 -1,712	-2%	-$40.2K	0.17%	104
2024 Q1	$2.11M	Sell	89,676 -344	-0.4%	-$8.14K	0.18%	100
2023 Q4	$2.14M	Hold	90,020	–	–	0.21%	94
2023 Q3	$2.07M	Sell	90,020 -1,532	-2%	-$35.8K	0.22%	92
2023 Q2	$2.15M	Sell	91,552 -372	-0.4%	-$8.77K	0.23%	93
2023 Q1	$2.19M	Buy	91,924 +6,531	+8%	+$155K	0.25%	93
2022 Q4	$2.01M	Buy	85,393 +32,382	+61%	+$753K	0.25%	93
2022 Q3	$1.21M	Buy	53,011 +15,544	+41%	+$369K	0.18%	101
2022 Q2	$886K	Buy	+37,467	New	+$889K	0.14%	109

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

Resonant Capital Advisors's BSMQ Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 1.5% in Q2 2026, selling an estimated $22.5K and leaving 62,865 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #155.

Resonant Capital Advisors first reported a position in BSMQ in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.19M in Q1 2023. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Resonant Capital Advisors held 62,865 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $1.48M as of Q2 2026.
Resonant Capital Advisors sold 956 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $22.5K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.07% of Resonant Capital Advisors's portfolio in Q2 2026, its #155 holding.
Resonant Capital Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
Resonant Capital Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $2.19M in Q1 2023.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.