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	–	5149
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

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

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. 70 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.
70 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.