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

Kestra Advisory Services’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	$2.74M	Buy	109,126 +718	+0.7%	+$18K	0.01%	1155
2026 Q1	$2.69M	Buy	108,408 +10,368	+11%	+$262K	0.01%	1121
2025 Q4	$2.46M	Buy	98,040 +14,567	+17%	+$366K	0.01%	1101
2025 Q3	$2.08M	Buy	83,473 +11,656	+16%	+$286K	0.01%	1125
2025 Q2	$1.76M	Sell	71,817 -3,625	-5%	-$88.2K	0.01%	1144
2025 Q1	$1.86M	Buy	75,442 +1,433	+2%	+$35.8K	0.01%	1020
2024 Q4	$1.86M	Buy	74,009 +10,368	+16%	+$263K	0.01%	1039
2024 Q3	$1.63M	Buy	63,641 +17,416	+38%	+$444K	0.01%	1068
2024 Q2	$1.17M	Buy	46,225 +10,400	+29%	+$262K	0.01%	1230
2024 Q1	$914K	Buy	35,825 +24,248	+209%	+$624K	0.01%	1295
2023 Q4	$302K	Buy	+11,577	New	+$285K	﹤0.01%	1845

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

Kestra Advisory Services's BSMW Position: Q2 2026 in Review

Kestra Advisory Services increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 0.66% in Q2 2026, buying an estimated $18K and bringing the position to 109,126 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #1155.

Kestra Advisory Services first reported a position in BSMW in Q4 2023 and has held it in 11 quarters since. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Kestra Advisory Services held 109,126 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $2.74M as of Q2 2026.
Kestra Advisory Services bought 718 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $18K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1155 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.