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 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 $1.66T 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 $601M AUM 23.36% 1-Year Est. Return

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

Aptus Capital Advisors's BSMW Position: Q1 2026 in Review

Aptus Capital Advisors increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 0.8% in Q1 2026, buying an estimated $1.01K and bringing the position to 5,049 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Aptus Capital Advisors first reported a position in BSMW in Q1 2024 and has held it in 9 quarters since. The position peaked at $126K in Q4 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Aptus Capital Advisors held 5,049 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $125K as of Q1 2026.
Aptus Capital Advisors bought 40 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $1.01K.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1097 holding.
Aptus Capital Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
Aptus Capital Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $126K in Q4 2025.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.