Cerity Partners
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Cerity Partners’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Cerity Partners’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 		– Sell
-20,293
Closed -$510K – 3263
2025
Q4 		$510K Hold
20,293
– – ﹤0.01% 2096
2025
Q3 		$507K Buy
+20,293
New +$499K ﹤0.01% 1962

Other funds holding BSMW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cerity Partners's BSMW Position: Q1 2026 in Review

Cerity Partners sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q1 2026, closing a stake of 20,293 shares — an estimated $510K sold.

Cerity Partners first reported a position in BSMW in Q3 2025 and held it in 2 quarters. The position peaked at $510K in Q4 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

  • Cerity Partners reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 20,293 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $510K.
  • Cerity Partners first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
  • Cerity Partners's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $510K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.