CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

CAPTRUST Financial 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 		$435K Buy
17,310
+1,296
+8% +$32.4K ﹤0.01% 2282
2026
Q1 		$398K Sell
16,014
-766
-5% -$19.4K ﹤0.01% 2188
2025
Q4 		$421K Buy
16,780
+66
+0.4% +$1.66K ﹤0.01% 2006
2025
Q3 		$417K Buy
16,714
+6,865
+70% +$169K ﹤0.01% 1943
2025
Q2 		$241K Sell
9,849
-4,094
-29% -$99.7K ﹤0.01% 2181
2025
Q1 		$343K Buy
13,943
+169
+1% +$4.22K ﹤0.01% 1865
2024
Q4 		$346K Buy
13,774
+385
+3% +$9.75K ﹤0.01% 1817
2024
Q3 		$343K Sell
13,389
-4,972
-27% -$127K ﹤0.01% 1808
2024
Q2 		$463K Buy
18,361
+2,801
+18% +$70.6K ﹤0.01% 1545
2024
Q1 		$397K Sell
15,560
-495
-3% -$12.7K ﹤0.01% 1613
2023
Q4 		$418K Buy
+16,055
New +$396K ﹤0.01% 1870

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

CAPTRUST Financial Advisors's BSMW Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 8.1% in Q2 2026, buying an estimated $32.4K and bringing the position to 17,310 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

CAPTRUST Financial Advisors first reported a position in BSMW in Q4 2023 and has held it in 11 quarters since. The position peaked at $463K in Q2 2024. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • CAPTRUST Financial Advisors held 17,310 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $435K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,296 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $32.4K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2282 holding.
  • CAPTRUST Financial Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • CAPTRUST Financial Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $463K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.