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

Hobbs Group 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
2025 Q2	–	Sell	-12,204	Closed	-$300K	–	152
2025 Q1	$300K	Buy	+12,204	New	+$305K	0.11%	119
2024 Q4	–	Sell	-7,779	Closed	-$199K	–	212
2024 Q3	$199K	Buy	7,779 +1,713	+28%	+$43.6K	0.07%	142
2024 Q2	$153K	Buy	+6,066	New	+$153K	0.06%	157
2023 Q4	$106K	Buy	+4,078	New	+$100K	0.05%	153

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 $500M AUM 17.24% 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

Hobbs Group Advisors's BSMW Position: Q2 2025 in Review

Hobbs Group Advisors sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q2 2025, closing a stake of 12,204 shares — an estimated $300K sold.

Hobbs Group Advisors first reported a position in BSMW in Q4 2023 and held it in 4 quarters. The position peaked at $300K in Q1 2025. 53 funds tracked by Wall St. Rank hold BSMW as of Q2 2025.

Hobbs Group Advisors reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Hobbs Group Advisors sold 12,204 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2025, an estimated $300K.
Hobbs Group Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
Hobbs Group Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $300K in Q1 2025.
53 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2025.

Based on Hobbs Group Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.