Wealth Enhancement Advisory Services
BSMQ icon

Wealth Enhancement Advisory Services’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Wealth Enhancement Advisory Services’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 		$256K Buy
10,851
+1,885
+21% +$44.4K ﹤0.01% 3352
2026
Q1 		$212K Sell
8,966
-5,324
-37% -$126K ﹤0.01% 3089
2025
Q4 		$338K Buy
14,290
+1,089
+8% +$25.7K ﹤0.01% 2821
2025
Q3 		$312K Sell
13,201
-13,270
-50% -$313K ﹤0.01% 2756
2025
Q2 		$623K Hold
26,471
– – ﹤0.01% 2058
2025
Q1 		$625K Buy
26,471
+5,770
+28% +$136K ﹤0.01% 1889
2024
Q4 		$488K Buy
+20,701
New +$489K ﹤0.01% 2012

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Wealth Enhancement Advisory Services's BSMQ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 21% in Q2 2026, buying an estimated $44.4K and bringing the position to 10,851 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #3352.

Wealth Enhancement Advisory Services first reported a position in BSMQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $625K in Q1 2025. 19 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,851 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $256K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,885 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $44.4K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3352 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $625K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.