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 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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Key Financial Inc's BSMW Position: Q2 2026 in Review

Key Financial Inc increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 11% in Q2 2026, buying an estimated $132K and bringing the position to 54,685 shares worth $1.37M. The position accounts for 0.23% of the portfolio, ranked #88.

Key Financial Inc first reported a position in BSMW in Q1 2024 and has held it in 10 quarters since. 21 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Key Financial Inc held 54,685 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $1.37M as of Q2 2026.
Key Financial Inc bought 5,282 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $132K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.23% of Key Financial Inc's portfolio in Q2 2026, its #88 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
21 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.