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

Soltis 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	$440K	Buy	+18,688	New	+$441K	0.02%	386

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

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

Soltis Investment Advisors opened a new position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2026: 18,688 shares worth $440K. The stake represents 0.02% of the portfolio and ranks #386 among its holdings.

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

Soltis Investment Advisors held 18,688 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $440K as of Q2 2026.
Invesco BulletShares 2026 Municipal Bond ETF was a new Soltis Investment Advisors position in Q2 2026.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #386 holding.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.