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Beacon Pointe Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Beacon Pointe 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
Q2 		$252K Hold
10,027
– – ﹤0.01% 1704
2026
Q1 		$249K Buy
10,027
+797
+9% +$20.1K ﹤0.01% 1635
2025
Q4 		$232K Sell
9,230
-7,140
-44% -$179K ﹤0.01% 1376
2025
Q3 		$409K Buy
16,370
+5,242
+47% +$129K ﹤0.01% 1082
2025
Q2 		$272K Sell
11,128
-2,014
-15% -$49K ﹤0.01% 1084
2025
Q1 		$323K Buy
13,142
+614
+5% +$15.4K ﹤0.01% 995
2024
Q4 		$314K Buy
12,528
+232
+2% +$5.88K ﹤0.01% 989
2024
Q3 		$315K Buy
12,296
+407
+3% +$10.4K ﹤0.01% 1005
2024
Q2 		$300K Buy
11,889
+2,066
+21% +$52.1K ﹤0.01% 1050
2024
Q1 		$251K Buy
9,823
+674
+7% +$17.4K ﹤0.01% 1169
2023
Q4 		$238K Buy
+9,149
New +$225K ﹤0.01% 1152

Other funds holding BSMW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Pointe Advisors's BSMW Position: Q2 2026 in Review

Beacon Pointe Advisors held its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) position steady in Q2 2026 at 10,027 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Beacon Pointe Advisors first reported a position in BSMW in Q4 2023 and has held it in 11 quarters since. The position peaked at $409K in Q3 2025. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • Beacon Pointe Advisors held 10,027 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $252K as of Q2 2026.
  • Beacon Pointe Advisors left its Invesco BulletShares 2032 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1704 holding.
  • Beacon Pointe Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $409K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.