Capital Analysts LLC’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Capital Analysts LLC’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 Q1	$45K	Buy	1,812 +3	+0.2%	+$76	﹤0.01%	960
2025 Q4	$45K	Buy	1,809 +4	+0.2%	+$101	﹤0.01%	939
2025 Q3	$45K	Buy	1,805 +3	+0.2%	+$74	﹤0.01%	904
2025 Q2	$44K	Buy	1,802 +4	+0.2%	+$97	﹤0.01%	842
2025 Q1	$44K	Buy	1,798 +1,395	+346%	+$34.9K	﹤0.01%	821
2024 Q4	$10K	Buy	403 +3	+0.8%	+$76	﹤0.01%	1054
2024 Q3	$10K	Buy	400 +4	+1%	+$102	﹤0.01%	1024
2024 Q2	$10K	Buy	+396	New	+$9.99K	﹤0.01%	956

Other funds holding BSMW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Analysts LLC's BSMW Position: Q1 2026 in Review

Capital Analysts LLC increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 0.17% in Q1 2026, buying an estimated $76 and bringing the position to 1,812 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Capital Analysts LLC first reported a position in BSMW in Q2 2024 and has held it in 8 quarters since. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Capital Analysts LLC held 1,812 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $45K as of Q1 2026.
Capital Analysts LLC bought 3 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $76.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #960 holding.
Capital Analysts LLC first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.