HighTower Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

HighTower Advisors’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	$2.43M	Sell	96,848 -9,336	-9%	-$234K	﹤0.01%	1647
2026 Q1	$2.64M	Buy	106,184 +51,556	+94%	+$1.3M	﹤0.01%	1556
2025 Q4	$1.37M	Buy	54,628 +21,622	+66%	+$543K	﹤0.01%	1911
2025 Q3	$824K	Buy	33,006 +6,948	+27%	+$171K	﹤0.01%	2242
2025 Q2	$638K	Sell	26,058 -1,696	-6%	-$41.3K	﹤0.01%	2322
2025 Q1	$683K	Sell	27,754 -562	-2%	-$14.1K	﹤0.01%	2224
2024 Q4	$710K	Sell	28,316 -405	-1%	-$10.3K	﹤0.01%	2212
2024 Q3	$733K	Buy	+28,721	New	+$732K	﹤0.01%	2124

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

HighTower Advisors's BSMW Position: Q2 2026 in Review

HighTower Advisors reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 8.8% in Q2 2026, selling an estimated $234K and leaving 96,848 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

HighTower Advisors first reported a position in BSMW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.64M in Q1 2026. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

HighTower Advisors held 96,848 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $2.43M as of Q2 2026.
HighTower Advisors sold 9,336 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $234K.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1647 holding.
HighTower Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
HighTower Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $2.64M in Q1 2026.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.