Crews Bank & Trust’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Crews Bank & Trust’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	$278K	Buy	11,040 +3,190	+41%	+$79.9K	0.04%	202
2026 Q1	$195K	Hold	7,850	–	–	0.03%	220
2025 Q4	$197K	Hold	7,850	–	–	0.03%	222
2025 Q3	$196K	Hold	7,850	–	–	0.03%	226
2025 Q2	$192K	Hold	7,850	–	–	0.03%	224
2025 Q1	$193K	Hold	7,850	–	–	0.03%	223
2024 Q4	$197K	Buy	+7,850	New	+$199K	0.03%	217

Other funds holding BSMW

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 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

Crews Bank & Trust's BSMW Position: Q2 2026 in Review

Crews Bank & Trust increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 41% in Q2 2026, buying an estimated $79.9K and bringing the position to 11,040 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #202.

Crews Bank & Trust first reported a position in BSMW in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Crews Bank & Trust held 11,040 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $278K as of Q2 2026.
Crews Bank & Trust bought 3,190 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $79.9K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.04% of Crews Bank & Trust's portfolio in Q2 2026, its #202 holding.
Crews Bank & Trust first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
14 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.