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

IFP 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	–	Sell	-224	Closed	-$5.57K	–	5151
2026 Q1	$5.57K	Buy	+224	New	+$5.66K	﹤0.01%	3454
2025 Q2	–	Sell	-21,889	Closed	-$538K	–	4929
2025 Q1	$538K	Hold	21,889	–	–	0.02%	743
2024 Q4	$549K	Hold	21,889	–	–	0.02%	702
2024 Q3	$561K	Hold	21,889	–	–	0.02%	653
2024 Q2	$552K	Buy	21,889 +19,777	+936%	+$499K	0.02%	625
2024 Q1	$53.9K	Hold	2,112	–	–	﹤0.01%	1558
2023 Q4	$55K	Buy	+2,112	New	+$52K	﹤0.01%	1503

Other funds holding BSMW

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $171M AUM

IFP Advisors's BSMW Position: Q2 2026 in Review

IFP Advisors sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q2 2026, closing a stake of 224 shares — an estimated $5.57K sold.

IFP Advisors first reported a position in BSMW in Q4 2023 and held it in 7 quarters. The position peaked at $561K in Q3 2024. 16 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

IFP Advisors reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 224 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $5.57K.
IFP Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2023 and held it in 7 quarters.
IFP Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $561K in Q3 2024.
16 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.