Addison Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Addison Advisors’s Portfolio BSMW Stock Details BSMW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$304K	Sell	12,085 -10,214	-46%	-$256K	0.14%	91
2026 Q1	$554K	Buy	22,299 +304	+1%	+$7.68K	0.12%	121
2025 Q4	$552K	Sell	21,995 -1,600	-7%	-$40.2K	0.12%	120
2025 Q3	$589K	Sell	23,595 -1,585	-6%	-$38.9K	0.14%	115
2025 Q2	$616K	Buy	25,180 +3,245	+15%	+$79K	0.15%	108
2025 Q1	$540K	Buy	21,935 +2,405	+12%	+$60.1K	0.15%	102
2024 Q4	$490K	Sell	19,530 -50	-0.3%	-$1.27K	0.14%	109
2024 Q3	$502K	Buy	19,580 +781	+4%	+$19.9K	0.14%	111
2024 Q2	$474K	Sell	18,799 -210	-1%	-$5.3K	0.15%	104
2024 Q1	$485K	Buy	19,009 +6,325	+50%	+$163K	0.17%	101
2023 Q4	$331K	Buy	12,684 +719	+6%	+$17.7K	0.13%	122
2023 Q3	$287K	Sell	11,965 -810	-6%	-$20.2K	0.13%	119
2023 Q2	$325K	Buy	+12,775	New	+$325K	0.16%	108

Other funds holding BSMW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Addison Advisors's BSMW Position: Q2 2026 in Review

Addison Advisors reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 46% in Q2 2026, selling an estimated $256K and leaving 12,085 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #91.

Addison Advisors first reported a position in BSMW in Q2 2023 and has held it in 13 quarters since. The position peaked at $616K in Q2 2025. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Addison Advisors held 12,085 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $304K as of Q2 2026.
Addison Advisors sold 10,214 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $256K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.14% of Addison Advisors's portfolio in Q2 2026, its #91 holding.
Addison Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
Addison Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $616K in Q2 2025.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.