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

Citadel 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 Q1	–	Sell	-28,501	Closed	-$715K	–	14522
2024 Q4	$715K	Buy	+28,501	New	+$722K	﹤0.01%	7780
2023 Q4	–	Sell	-56,828	Closed	-$1.36M	–	14311
2023 Q3	$1.36M	Buy	+56,828	New	+$1.42M	﹤0.01%	5961

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

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

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Citadel Advisors's BSMW Position: Q1 2025 in Review

Citadel Advisors sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q1 2025, closing a stake of 28,501 shares — an estimated $715K sold.

Citadel Advisors first reported a position in BSMW in Q3 2023 and held it in 2 quarters. The position peaked at $1.36M in Q3 2023. 56 funds tracked by Wall St. Rank hold BSMW as of Q1 2025.

Citadel Advisors reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Citadel Advisors sold 28,501 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2025, an estimated $715K.
Citadel Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2023 and held it in 2 quarters.
Citadel Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $1.36M in Q3 2023.
56 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.