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

Aptus Capital 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	$114K	Sell	4,527 -522	-10%	-$13.1K	﹤0.01%	1230
2026 Q1	$125K	Buy	5,049 +40	+0.8%	+$1.01K	﹤0.01%	1097
2025 Q4	$126K	Buy	5,009 +38	+0.8%	+$955	﹤0.01%	1121
2025 Q3	$124K	Buy	4,971 +42	+0.9%	+$1.03K	﹤0.01%	1080
2025 Q2	$121K	Buy	4,929 +42	+0.9%	+$1.02K	﹤0.01%	1045
2025 Q1	$120K	Buy	4,887 +870	+22%	+$21.8K	﹤0.01%	978
2024 Q4	$101K	Hold	4,017	–	–	﹤0.01%	1003
2024 Q3	$103K	Hold	4,017	–	–	﹤0.01%	846
2024 Q2	$101K	Hold	4,017	–	–	﹤0.01%	817
2024 Q1	$102K	Buy	+4,017	New	+$103K	﹤0.01%	818

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

Aptus Capital Advisors's BSMW Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 10% in Q2 2026, selling an estimated $13.1K and leaving 4,527 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Aptus Capital Advisors first reported a position in BSMW in Q1 2024 and has held it in 10 quarters since. The position peaked at $126K in Q4 2025. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Aptus Capital Advisors held 4,527 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $114K as of Q2 2026.
Aptus Capital Advisors sold 522 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $13.1K.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1230 holding.
Aptus Capital Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $126K in Q4 2025.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.