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Vermillion & White Wealth Management Group’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Vermillion & White Wealth Management Group’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 		$774K Buy
32,887
+159
+0.5% +$3.75K 0.39% 25
2026
Q1 		$773K Buy
32,728
+197
+0.6% +$4.66K 0.45% 25
2025
Q4 		$770K Buy
32,531
+4,081
+14% +$96.4K 0.42% 25
2025
Q3 		$672K Buy
28,450
+201
+0.7% +$4.74K 0.38% 25
2025
Q2 		$666K Sell
28,249
-10,757
-28% -$252K 0.43% 25
2025
Q1 		$921K Buy
39,006
+14,879
+62% +$352K 0.67% 21
2024
Q4 		$569K Buy
24,127
+168
+0.7% +$3.97K 0.42% 36
2024
Q3 		$569K Buy
23,959
+170
+0.7% +$4.02K 0.42% 38
2024
Q2 		$559K Buy
23,789
+164
+0.7% +$3.85K 0.42% 39
2024
Q1 		$557K Buy
+23,625
New +$559K 0.44% 37

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

Vermillion & White Wealth Management Group's BSMQ Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 0.49% in Q2 2026, buying an estimated $3.75K and bringing the position to 32,887 shares worth $774K. The position accounts for 0.39% of the portfolio, ranked #25.

Vermillion & White Wealth Management Group first reported a position in BSMQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $921K in Q1 2025. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Vermillion & White Wealth Management Group held 32,887 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $774K as of Q2 2026.
  • Vermillion & White Wealth Management Group bought 159 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $3.75K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.39% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #25 holding.
  • Vermillion & White Wealth Management Group first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Vermillion & White Wealth Management Group's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $921K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.