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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 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. 70 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.
70 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.