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 Q2	$5.74M	Buy	228,408 +29,740	+15%	+$745K	﹤0.01%	3460
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 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

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

Bank of America's BSMW Position: Q2 2026 in Review

Bank of America increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 15% in Q2 2026, buying an estimated $745K and bringing the position to 228,408 shares worth $5.74M. The position accounts for ﹤0.01% of the portfolio, ranked #3460.

Bank of America first reported a position in BSMW in Q4 2023 and has held it in 11 quarters since. 69 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Bank of America held 228,408 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $5.74M as of Q2 2026.
Bank of America bought 29,740 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $745K.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3460 holding.
Bank of America first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
69 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.