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J.W. Cole Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

J.W. Cole 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 		$509K Buy
+20,238
New +$507K 0.01% 1001
2026
Q1 		– Sell
-26,210
Closed -$658K – 840
2025
Q4 		$658K Buy
26,210
+62
+0.2% +$1.56K 0.02% 797
2025
Q3 		$653K Sell
26,148
-2,048
-7% -$50.3K 0.01% 891
2025
Q2 		$690K Buy
28,196
+67
+0.2% +$1.63K 0.01% 810
2025
Q1 		$692K Buy
+28,129
New +$703K 0.02% 668

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
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
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

J.W. Cole Advisors's BSMW Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q2 2026: 20,238 shares worth $509K. The stake represents 0.01% of the portfolio and ranks #1001 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BSMW as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BSMW in Q1 2025 and has held it in 5 quarters since. The position peaked at $692K in Q1 2025. 14 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • J.W. Cole Advisors held 20,238 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $509K as of Q2 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1001 holding.
  • J.W. Cole Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • J.W. Cole Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $692K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.