Envision Financial Planning’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Envision Financial Planning’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	$3.02M	Buy	120,053 +7,169	+6%	+$179K	0.98%	20
2026 Q1	$2.81M	Buy	112,884 +5,097	+5%	+$129K	1.02%	18
2025 Q4	$2.71M	Buy	107,787 +779	+0.7%	+$19.6K	1.02%	18
2025 Q3	$2.67M	Buy	107,008 +51,807	+94%	+$1.27M	1.13%	18
2025 Q2	$1.35M	Sell	55,201 -114,894	-68%	-$2.8M	0.63%	26
2025 Q1	$4.18M	Buy	170,095 +2,601	+2%	+$65K	2.13%	14
2024 Q4	$4.2M	Buy	167,494 +3,317	+2%	+$84K	2.17%	14
2024 Q3	$4.21M	Buy	164,177 +3,984	+2%	+$101K	2.22%	15
2024 Q2	$4.04M	Buy	160,193 +15,352	+11%	+$387K	3.08%	13
2024 Q1	$3.7M	Buy	144,841 +14,947	+12%	+$385K	2.98%	12
2023 Q4	$3.39M	Buy	129,894 +14,651	+13%	+$361K	2.96%	11
2023 Q3	$2.76M	Buy	+115,243	New	+$2.88M	2.73%	13

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

Envision Financial Planning's BSMW Position: Q2 2026 in Review

Envision Financial Planning increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 6.4% in Q2 2026, buying an estimated $179K and bringing the position to 120,053 shares worth $3.02M. The position accounts for 0.98% of the portfolio, ranked #20.

Envision Financial Planning first reported a position in BSMW in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.21M in Q3 2024. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Envision Financial Planning held 120,053 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $3.02M as of Q2 2026.
Envision Financial Planning bought 7,169 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $179K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.98% of Envision Financial Planning's portfolio in Q2 2026, its #20 holding.
Envision Financial Planning first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envision Financial Planning's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $4.21M in Q3 2024.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.