Bank of America
BSMW icon

Bank of America’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Bank of America’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 		$4.94M Buy
198,668
+62,739
+46% +$1.59M ﹤0.01% 3484
2025
Q4 		$3.41M Buy
135,929
+11,928
+10% +$300K ﹤0.01% 3676
2025
Q3 		$3.1M Sell
124,001
-13,311
-10% -$327K ﹤0.01% 4437
2025
Q2 		$3.36M Buy
137,312
+14,571
+12% +$355K ﹤0.01% 4290
2025
Q1 		$3.02M Buy
122,741
+13,124
+12% +$328K ﹤0.01% 4308
2024
Q4 		$2.75M Buy
109,617
+4,797
+5% +$121K ﹤0.01% 4166
2024
Q3 		$2.69M Buy
104,820
+37,201
+55% +$948K ﹤0.01% 4313
2024
Q2 		$1.7M Buy
67,619
+12,673
+23% +$320K ﹤0.01% 4550
2024
Q1 		$1.4M Buy
54,946
+34,382
+167% +$885K ﹤0.01% 4699
2023
Q4 		$536K Buy
+20,564
New +$507K ﹤0.01% 5441

Other funds holding BSMW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return