Western Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Western Wealth Management’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	$303K	Buy	12,861 +1,661	+15%	+$39.2K	0.01%	829
2026 Q1	$265K	Sell	11,200 -5,200	-32%	-$123K	0.01%	838
2025 Q4	$388K	Buy	16,400 +500	+3%	+$11.8K	0.02%	586
2025 Q3	$376K	Buy	15,900 +5,000	+46%	+$118K	0.02%	527
2025 Q2	$257K	Buy	+10,900	New	+$256K	0.02%	601

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

Western Wealth Management's BSMQ Position: Q2 2026 in Review

Western Wealth Management increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 15% in Q2 2026, buying an estimated $39.2K and bringing the position to 12,861 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #829.

Western Wealth Management first reported a position in BSMQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $388K in Q4 2025. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Western Wealth Management held 12,861 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $303K as of Q2 2026.
Western Wealth Management bought 1,661 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $39.2K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #829 holding.
Western Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Western Wealth Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $388K in Q4 2025.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.