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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
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 $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return