Bill Few Associates’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Bill Few Associates’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	$306K	Hold	12,157	–	–	0.07%	184
2026 Q1	$302K	Hold	12,157	–	–	0.07%	164
2025 Q4	$305K	Hold	12,157	–	–	0.08%	154
2025 Q3	$304K	Sell	12,157 -2,063	-15%	-$50.7K	0.08%	152
2025 Q2	$348K	Buy	14,220 +2,395	+20%	+$58.3K	0.1%	138
2025 Q1	$291K	Hold	11,825	–	–	0.1%	142
2024 Q4	$297K	Hold	11,825	–	–	0.1%	139
2024 Q3	$303K	Hold	11,825	–	–	0.11%	138
2024 Q2	$298K	Buy	11,825 +3,970	+51%	+$100K	0.11%	133
2024 Q1	$200K	Hold	7,855	–	–	0.08%	166
2023 Q4	$205K	Buy	+7,855	New	+$194K	0.09%	151

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

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

Bill Few Associates's BSMW Position: Q2 2026 in Review

Bill Few Associates held its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) position steady in Q2 2026 at 12,157 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #184.

Bill Few Associates first reported a position in BSMW in Q4 2023 and has held it in 11 quarters since. The position peaked at $348K in Q2 2025. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Bill Few Associates held 12,157 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $306K as of Q2 2026.
Bill Few Associates left its Invesco BulletShares 2032 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.07% of Bill Few Associates's portfolio in Q2 2026, its #184 holding.
Bill Few Associates first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Bill Few Associates's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $348K in Q2 2025.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.