EFP
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envision Financial Planning's BSMW Position: Q1 2026 in Review

Envision Financial Planning increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 4.7% in Q1 2026, buying an estimated $129K and bringing the position to 112,884 shares worth $2.81M. The position accounts for 1.02% of the portfolio, ranked #18.

Envision Financial Planning first reported a position in BSMW in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.21M in Q3 2024. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

  • Envision Financial Planning held 112,884 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $2.81M as of Q1 2026.
  • Envision Financial Planning bought 5,097 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $129K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 1.02% of Envision Financial Planning's portfolio in Q1 2026, its #18 holding.
  • Envision Financial Planning first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Envision Financial Planning's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $4.21M in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.