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

Ameriprise’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	$2.24M	Buy	90,197 +21,829	+32%	+$552K	﹤0.01%	2898
2025 Q4	$1.72M	Sell	68,368 -1,966	-3%	-$49.4K	﹤0.01%	3077
2025 Q3	$1.76M	Buy	70,334 +2,921	+4%	+$71.8K	﹤0.01%	3067
2025 Q2	$1.65M	Hold	67,413	–	–	﹤0.01%	3044
2025 Q1	$1.66M	Buy	67,413 +4,465	+7%	+$112K	﹤0.01%	2992
2024 Q4	$1.58M	Buy	62,948 +242	+0.4%	+$6.13K	﹤0.01%	3048
2024 Q3	$1.61M	Buy	62,706 +2,103	+3%	+$53.6K	﹤0.01%	3017
2024 Q2	$1.53M	Hold	60,603	–	–	﹤0.01%	2982
2024 Q1	$1.55M	Buy	60,603 +9,906	+20%	+$255K	﹤0.01%	2991
2023 Q4	$1.32M	Buy	50,697 +985	+2%	+$24.3K	﹤0.01%	3074
2023 Q3	$1.19M	Hold	49,712	–	–	﹤0.01%	3061
2023 Q2	$1.26M	Buy	+49,712	New	+$1.26M	﹤0.01%	3076

Other funds holding BSMW

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

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

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

Ameriprise's BSMW Position: Q1 2026 in Review

Ameriprise increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 32% in Q1 2026, buying an estimated $552K and bringing the position to 90,197 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

Ameriprise first reported a position in BSMW in Q2 2023 and has held it in 12 quarters since. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Ameriprise held 90,197 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $2.24M as of Q1 2026.
Ameriprise bought 21,829 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $552K.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2898 holding.
Ameriprise first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.