Key Financial Inc’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Key Financial Inc’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 Q3	$1.33M	Buy	56,510 +1,825	+3%	+$44.9K	0.22%	84
2026 Q2	$1.37M	Buy	54,685 +5,282	+11%	+$132K	0.23%	88
2026 Q1	$1.23M	Buy	49,403 +10,695	+28%	+$270K	0.22%	89
2025 Q4	$972K	Buy	38,708 +3,600	+10%	+$90.5K	0.18%	107
2025 Q3	$876K	Buy	35,108 +500	+1%	+$12.3K	0.16%	115
2025 Q2	$847K	Hold	34,608	–	–	0.17%	114
2025 Q1	$851K	Hold	34,608	–	–	0.19%	103
2024 Q4	$868K	Hold	34,608	–	–	0.2%	96
2024 Q3	$887K	Buy	34,608 +3,675	+12%	+$93.6K	0.2%	97
2024 Q2	$780K	Buy	30,933 +19,873	+180%	+$501K	0.19%	98
2024 Q1	$282K	Buy	+11,060	New	+$285K	0.07%	192

Other funds holding BSMW

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.9B AUM 16.7% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Key Financial Inc's BSMW Position: Q3 2026 in Review

Key Financial Inc increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 3.3% in Q3 2026, buying an estimated $44.9K and bringing the position to 56,510 shares worth $1.33M. The position accounts for 0.22% of the portfolio, ranked #84.

Key Financial Inc first reported a position in BSMW in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.37M in Q2 2026. 61 funds tracked by Wall St. Rank hold BSMW as of Q3 2026.

Key Financial Inc held 56,510 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $1.33M as of Q3 2026.
Key Financial Inc bought 1,825 Invesco BulletShares 2032 Municipal Bond ETF shares in Q3 2026, an estimated $44.9K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.22% of Key Financial Inc's portfolio in Q3 2026, its #84 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2024 and has held it in 11 quarters since.
Key Financial Inc's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $1.37M in Q2 2026.
61 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.