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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Addison Advisors's BSMW Position: Q1 2026 in Review

Addison Advisors increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 1.4% in Q1 2026, buying an estimated $7.68K and bringing the position to 22,299 shares worth $554K. The position accounts for 0.12% of the portfolio, ranked #121.

Addison Advisors first reported a position in BSMW in Q2 2023 and has held it in 12 quarters since. The position peaked at $616K in Q2 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

  • Addison Advisors held 22,299 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $554K as of Q1 2026.
  • Addison Advisors bought 304 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $7.68K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 0.12% of Addison Advisors's portfolio in Q1 2026, its #121 holding.
  • Addison Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Addison Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $616K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.