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Independent Financial Group’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Independent Financial Group’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 		$226K Hold
9,000
– – ﹤0.01% 1408
2026
Q1 		$224K Hold
9,000
– – 0.01% 1330
2025
Q4 		$226K Buy
+9,000
New +$226K 0.01% 1285

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

Independent Financial Group's BSMW Position: Q2 2026 in Review

Independent Financial Group held its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) position steady in Q2 2026 at 9,000 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Independent Financial Group first reported a position in BSMW in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • Independent Financial Group held 9,000 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $226K as of Q2 2026.
  • Independent Financial Group left its Invesco BulletShares 2032 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1408 holding.
  • Independent Financial Group first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.