Clark Asset Management’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Clark Asset Management’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	$2.23M	Buy	88,780 +19,473	+28%	+$488K	0.18%	54
2026 Q1	$1.72M	Buy	69,307 +22,115	+47%	+$559K	0.16%	56
2025 Q4	$1.18M	Buy	47,192 +1,677	+4%	+$42.2K	0.12%	68
2025 Q3	$1.14M	Buy	45,515 +15,182	+50%	+$373K	0.13%	64
2025 Q2	$743K	Sell	30,333 -3,331	-10%	-$81.1K	0.1%	80
2025 Q1	$828K	Buy	33,664 +8,907	+36%	+$223K	0.14%	61
2024 Q4	$621K	Buy	24,757 +10,518	+74%	+$266K	0.12%	68
2024 Q3	$365K	Buy	14,239 +5,387	+61%	+$137K	0.08%	81
2024 Q2	$223K	Buy	+8,852	New	+$223K	0.06%	90

Other funds holding BSMW

CIM

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $171M AUM

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Clark Asset Management's BSMW Position: Q2 2026 in Review

Clark Asset Management increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 28% in Q2 2026, buying an estimated $488K and bringing the position to 88,780 shares worth $2.23M. The position accounts for 0.18% of the portfolio, ranked #54.

Clark Asset Management first reported a position in BSMW in Q2 2024 and has held it in 9 quarters since. 10 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Clark Asset Management held 88,780 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $2.23M as of Q2 2026.
Clark Asset Management bought 19,473 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $488K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.18% of Clark Asset Management's portfolio in Q2 2026, its #54 holding.
Clark Asset Management first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
10 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.