Wingate Wealth Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Wingate Wealth Advisors’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	$364K	Buy	15,452 +105	+0.7%	+$2.48K	0.16%	94
2026 Q1	$363K	Buy	15,347 +108	+0.7%	+$2.55K	0.19%	88
2025 Q4	$360K	Buy	15,239 +99	+0.7%	+$2.34K	0.2%	88
2025 Q3	$358K	Buy	15,140 +107	+0.7%	+$2.52K	0.25%	82
2025 Q2	$354K	Buy	15,033 +106	+0.7%	+$2.49K	0.32%	73
2025 Q1	$352K	Buy	14,927 +6,413	+75%	+$152K	0.41%	63
2024 Q4	$201K	Buy	+8,514	New	+$201K	0.2%	91

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

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Wingate Wealth Advisors's BSMQ Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 0.68% in Q2 2026, buying an estimated $2.48K and bringing the position to 15,452 shares worth $364K. The position accounts for 0.16% of the portfolio, ranked #94.

Wingate Wealth Advisors first reported a position in BSMQ in Q4 2024 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold BSMQ as of Q2 2026.

Wingate Wealth Advisors held 15,452 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $364K as of Q2 2026.
Wingate Wealth Advisors bought 105 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2026, an estimated $2.48K.
Invesco BulletShares 2026 Municipal Bond ETF made up 0.16% of Wingate Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Wingate Wealth Advisors first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.