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IFG Advisory’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

IFG Advisory’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 		$625K Buy
+24,865
New +$623K 0.02% 537
2026
Q1 		– Sell
-15,121
Closed -$380K – 384
2025
Q4 		$380K Buy
15,121
+5,571
+58% +$140K 0.02% 574
2025
Q3 		$239K Buy
+9,550
New +$235K 0.01% 698

Other funds holding BSMW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IFG Advisory's BSMW Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q2 2026: 24,865 shares worth $625K. The stake represents 0.02% of the portfolio and ranks #537 among its holdings. This is a return to the name: IFG Advisory previously reported a position in BSMW as recently as Q4 2025.

IFG Advisory first reported a position in BSMW in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • IFG Advisory held 24,865 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $625K as of Q2 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF was a new IFG Advisory position in Q2 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #537 holding.
  • IFG Advisory first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.