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Cambridge Financial Group (Arizona)’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Cambridge Financial Group (Arizona)’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 		– Sell
-9,715
Closed -$241K – 165
2026
Q1 		$241K Hold
9,715
– – 0.08% 153
2025
Q4 		$244K Hold
9,715
– – 0.08% 153
2025
Q3 		$243K Buy
+9,715
New +$239K 0.08% 154

Other funds holding BSMW

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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM

Cambridge Financial Group (Arizona)'s BSMW Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q2 2026, closing a stake of 9,715 shares — an estimated $241K sold.

Cambridge Financial Group (Arizona) first reported a position in BSMW in Q3 2025 and held it in 3 quarters. The position peaked at $244K in Q4 2025. 16 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • Cambridge Financial Group (Arizona) reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cambridge Financial Group (Arizona) sold 9,715 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $241K.
  • Cambridge Financial Group (Arizona) first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
  • Cambridge Financial Group (Arizona)'s Invesco BulletShares 2032 Municipal Bond ETF position peaked at $244K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.