Voisard Asset Management Group’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Voisard Asset 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	$974K	Sell	41,355 -5,819	-12%	-$137K	0.18%	46
2026 Q1	$1.11M	Buy	47,174 +1,899	+4%	+$44.9K	0.24%	40
2025 Q4	$1.07M	Buy	45,275 +782	+2%	+$18.5K	0.23%	42
2025 Q3	$1.05M	Buy	44,493 +281	+0.6%	+$6.62K	0.24%	37
2025 Q2	$1.04M	Buy	44,212 +5,650	+15%	+$133K	0.27%	35
2025 Q1	$910K	Buy	38,562 +19,585	+103%	+$463K	0.27%	32
2024 Q4	$447K	Buy	18,977 +8,512	+81%	+$201K	0.15%	50
2024 Q3	$248K	Hold	10,465	–	–	0.1%	72
2024 Q2	$246K	Buy	10,465 +7,665	+274%	+$180K	0.12%	51
2024 Q1	$66K	Buy	+2,800	New	+$66.3K	0.04%	117

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

Voisard Asset Management Group's BSMQ Position: Q2 2026 in Review

Voisard Asset Management Group reduced its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 12% in Q2 2026, selling an estimated $137K and leaving 41,355 shares worth $974K. The position accounts for 0.18% of the portfolio, ranked #46.

Voisard Asset Management Group first reported a position in BSMQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2026. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Voisard Asset Management Group held 41,355 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $974K as of Q2 2026.
Voisard Asset Management Group sold 5,819 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $137K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.18% of Voisard Asset Management Group's portfolio in Q2 2026, its #46 holding.
Voisard Asset Management Group first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Voisard Asset Management Group's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $1.11M in Q1 2026.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.