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

CGN 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
2025 Q2	–	Sell	-32,463	Closed	-$799K	–	298
2025 Q1	$799K	Buy	32,463 +9,532	+42%	+$238K	0.08%	181
2024 Q4	$575K	Buy	+22,931	New	+$581K	0.06%	201

Other funds holding BSMW

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

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

AUB

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $500M AUM 17.24% 1-Year Est. Return

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

SWA

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

CGN Advisors's BSMW Position: Q2 2025 in Review

CGN Advisors sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q2 2025, closing a stake of 32,463 shares — an estimated $799K sold.

CGN Advisors first reported a position in BSMW in Q4 2024 and held it in 2 quarters. The position peaked at $799K in Q1 2025. 53 funds tracked by Wall St. Rank hold BSMW as of Q2 2025.

CGN Advisors reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
CGN Advisors sold 32,463 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2025, an estimated $799K.
CGN Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
CGN Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $799K in Q1 2025.
53 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2025.

Based on CGN Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.