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Benjamin F. Edwards & Company’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$74K Buy
2,919
+127
+5% +$3.2K ﹤0.01% 1221
2024
Q1 		$71K Hold
2,792
– – ﹤0.01% 1203
2023
Q4 		$73K Buy
2,792
+113
+4% +$2.79K ﹤0.01% 1159
2023
Q3 		$64K Buy
+2,679
New +$66.9K ﹤0.01% 1014

Other funds holding BSMW

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Benjamin F. Edwards & Company's BSMW Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 4.5% in Q2 2024, buying an estimated $3.2K and bringing the position to 2,919 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Benjamin F. Edwards & Company first reported a position in BSMW in Q3 2023 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold BSMW as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,919 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $74K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 127 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2024, an estimated $3.2K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1221 holding.
  • Benjamin F. Edwards & Company first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.