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 Q2	$6.89M	Buy	274,117 +48,052	+21%	+$1.2M	0.12%	170
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 $1.89T 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlantic Union Bankshares's BSMW Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 21% in Q2 2026, buying an estimated $1.2M and bringing the position to 274,117 shares worth $6.89M. The position accounts for 0.12% of the portfolio, ranked #170.

Atlantic Union Bankshares first reported a position in BSMW in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.38M in Q3 2025. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Atlantic Union Bankshares held 274,117 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $6.89M as of Q2 2026.
Atlantic Union Bankshares bought 48,052 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $1.2M.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.12% of Atlantic Union Bankshares's portfolio in Q2 2026, its #170 holding.
Atlantic Union Bankshares first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
Atlantic Union Bankshares's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $7.38M in Q3 2025.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.