Advisornet Financial’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Advisornet Financial’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
2025 Q3	–	Sell	-266	Closed	-$6.51K	–	2254
2025 Q2	$6.51K	Hold	266	–	–	﹤0.01%	1603
2025 Q1	$6.54K	Hold	266	–	–	﹤0.01%	1541
2024 Q4	$6.67K	Hold	266	–	–	﹤0.01%	1417
2024 Q3	$6.82K	Buy	+266	New	+$6.78K	﹤0.01%	1516

Other funds holding BSMW

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

PWP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Advisornet Financial's BSMW Position: Q3 2025 in Review

Advisornet Financial sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q3 2025, closing a stake of 266 shares — an estimated $6.51K sold.

Advisornet Financial first reported a position in BSMW in Q3 2024 and held it in 4 quarters. The position peaked at $6.82K in Q3 2024. 61 funds tracked by Wall St. Rank hold BSMW as of Q3 2025.

Advisornet Financial reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Advisornet Financial sold 266 Invesco BulletShares 2032 Municipal Bond ETF shares in Q3 2025, an estimated $6.51K.
Advisornet Financial first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2024 and held it in 4 quarters.
Advisornet Financial's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $6.82K in Q3 2024.
61 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.