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

Sequoia 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 		$502K Hold
21,320
– – ﹤0.01% 1341
2026
Q1 		$504K Sell
21,320
-5,189
-20% -$123K ﹤0.01% 1269
2025
Q4 		$627K Buy
+26,509
New +$626K ﹤0.01% 1146

Other funds holding BSMQ

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Sequoia Financial Advisors's BSMQ Position: Q2 2026 in Review

Sequoia Financial Advisors held its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) position steady in Q2 2026 at 21,320 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Sequoia Financial Advisors first reported a position in BSMQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $627K in Q4 2025. 18 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Sequoia Financial Advisors held 21,320 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $502K as of Q2 2026.
  • Sequoia Financial 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 Sequoia Financial Advisors's portfolio in Q2 2026, its #1341 holding.
  • Sequoia Financial Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $627K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.