Commonwealth Equity Services’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Commonwealth Equity Services’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	$617K	Sell	24,827 -10,423	-30%	-$263K	﹤0.01%	3022
2025 Q4	$885K	Buy	35,250 +3,061	+10%	+$76.9K	﹤0.01%	2685
2025 Q3	$804K	Buy	32,189 +8,109	+34%	+$199K	﹤0.01%	2765
2025 Q2	$589K	Buy	24,080 +1,162	+5%	+$28.3K	﹤0.01%	3021
2025 Q1	$564K	Buy	22,918 +12	+0.1%	+$300	﹤0.01%	2934
2024 Q4	$575K	Buy	22,906 +403	+2%	+$10.2K	﹤0.01%	2848
2024 Q3	$577K	Buy	22,503 +4,901	+28%	+$125K	﹤0.01%	2772
2024 Q2	$444K	Buy	17,602 +1,569	+10%	+$39.6K	﹤0.01%	2934
2024 Q1	$409K	Buy	16,033 +127	+0.8%	+$3.27K	﹤0.01%	2999
2023 Q4	$415K	Buy	+15,906	New	+$392K	﹤0.01%	2887

Other funds holding BSMW

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

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Commonwealth Equity Services's BSMW Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 30% in Q1 2026, selling an estimated $263K and leaving 24,827 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #3022.

Commonwealth Equity Services first reported a position in BSMW in Q4 2023 and has held it in 10 quarters since. The position peaked at $885K in Q4 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Commonwealth Equity Services held 24,827 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $617K as of Q1 2026.
Commonwealth Equity Services sold 10,423 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $263K.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3022 holding.
Commonwealth Equity Services first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Commonwealth Equity Services's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $885K in Q4 2025.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.