Heritage Trust’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Heritage 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 Q3	$212K	Buy	+8,985	New	+$221K	0.02%	300

Other funds holding BSMW

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Heritage Trust's BSMW Position: Q3 2026 in Review

Heritage Trust opened a new position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q3 2026: 8,985 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings.

49 funds tracked by Wall St. Rank hold BSMW as of Q3 2026.

Heritage Trust held 8,985 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $212K as of Q3 2026.
Invesco BulletShares 2032 Municipal Bond ETF was a new Heritage Trust position in Q3 2026.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.02% of Heritage Trust's portfolio in Q3 2026, its #300 holding.
49 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q3 2026.

Based on Heritage Trust's 13F filing for Q3 2026, filed 9 Nov 2026.