Global Financial Private Client’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-3,616	Closed	-$89K	–	407
2025 Q1	$89K	Sell	3,616 -322	-8%	-$8.05K	0.03%	277
2024 Q4	$98.8K	Buy	+3,938	New	+$99.7K	0.04%	266

Other funds holding BSMW

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Global Financial Private Client's BSMW Position: Q2 2025 in Review

Global Financial Private Client sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q2 2025, closing a stake of 3,616 shares — an estimated $89K sold.

Global Financial Private Client first reported a position in BSMW in Q4 2024 and held it in 2 quarters. The position peaked at $98.8K in Q4 2024. 53 funds tracked by Wall St. Rank hold BSMW as of Q2 2025.

Global Financial Private Client reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 3,616 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2025, an estimated $89K.
Global Financial Private Client first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
Global Financial Private Client's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $98.8K in Q4 2024.
53 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.