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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Advisory Services's BSMW Position: Q1 2026 in Review

Kestra Advisory Services increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 11% in Q1 2026, buying an estimated $262K and bringing the position to 108,408 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #1121.

Kestra Advisory Services first reported a position in BSMW in Q4 2023 and has held it in 10 quarters since. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Kestra Advisory Services held 108,408 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $2.69M as of Q1 2026.
Kestra Advisory Services bought 10,368 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $262K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1121 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.