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

Envestnet 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 		$3.16M Buy
125,681
+8,505
+7% +$213K ﹤0.01% 2805
2026
Q1 		$2.91M Buy
117,176
+52,742
+82% +$1.33M ﹤0.01% 2729
2025
Q4 		$1.62M Buy
64,434
+32,947
+105% +$828K ﹤0.01% 2989
2025
Q3 		$786K Sell
31,487
-2,231
-7% -$54.8K ﹤0.01% 3465
2025
Q2 		$825K Sell
33,718
-16,657
-33% -$405K ﹤0.01% 3380
2025
Q1 		$1.24M Buy
50,375
+5,437
+12% +$136K ﹤0.01% 3060
2024
Q4 		$1.13M Buy
44,938
+24,331
+118% +$616K ﹤0.01% 3094
2024
Q3 		$528K Sell
20,607
-2,487
-11% -$63.4K ﹤0.01% 3516
2024
Q2 		$582K Buy
23,094
+4,776
+26% +$120K ﹤0.01% 3370
2024
Q1 		$467K Buy
18,318
+4,217
+30% +$109K ﹤0.01% 3482
2023
Q4 		$367K Buy
+14,101
New +$347K ﹤0.01% 3493

Other funds holding BSMW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Envestnet Asset Management increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 7.3% in Q2 2026, buying an estimated $213K and bringing the position to 125,681 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2805.

Envestnet Asset Management first reported a position in BSMW in Q4 2023 and has held it in 11 quarters since. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • Envestnet Asset Management held 125,681 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $3.16M as of Q2 2026.
  • Envestnet Asset Management bought 8,505 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $213K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2805 holding.
  • Envestnet Asset Management first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.