Atlantic Union Bankshares’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Atlantic Union Bankshares’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	$5.62M	Buy	226,065 +21,842	+11%	+$552K	0.11%	173
2025 Q4	$5.13M	Sell	204,223 -91,443	-31%	-$2.3M	0.1%	185
2025 Q3	$7.38M	Buy	295,666 +19,507	+7%	+$479K	0.14%	148
2025 Q2	$6.76M	Buy	276,159 +29,844	+12%	+$727K	0.15%	133
2025 Q1	$6.06M	Buy	246,315 +26,943	+12%	+$674K	0.37%	74
2024 Q4	$5.5M	Buy	219,372 +59,844	+38%	+$1.52M	0.32%	75
2024 Q3	$4.09M	Buy	159,528 +47,665	+43%	+$1.21M	0.24%	105
2024 Q2	$2.82M	Buy	111,863 +22,605	+25%	+$570K	0.18%	121
2024 Q1	$2.28M	Buy	89,258 +8,994	+11%	+$232K	0.19%	110
2023 Q4	$2.09M	Buy	80,264 +27,799	+53%	+$685K	0.19%	114
2023 Q3	$1.26M	Buy	52,465 +27,577	+111%	+$689K	0.13%	145
2023 Q2	$633K	Buy	+24,888	New	+$633K	0.06%	200

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlantic Union Bankshares's BSMW Position: Q1 2026 in Review

Atlantic Union Bankshares increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 11% in Q1 2026, buying an estimated $552K and bringing the position to 226,065 shares worth $5.62M. The position accounts for 0.11% of the portfolio, ranked #173.

Atlantic Union Bankshares first reported a position in BSMW in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.38M in Q3 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Atlantic Union Bankshares held 226,065 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $5.62M as of Q1 2026.
Atlantic Union Bankshares bought 21,842 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $552K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.11% of Atlantic Union Bankshares's portfolio in Q1 2026, its #173 holding.
Atlantic Union Bankshares first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
Atlantic Union Bankshares's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $7.38M in Q3 2025.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.