Koss-Olinger Consulting’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-21,854	Closed	-$549K	–	266
2025 Q4	$549K	Hold	21,854	–	–	0.04%	158
2025 Q3	$535K	Hold	21,854	–	–	0.04%	193
2025 Q2	$535K	Buy	+21,854	New	+$532K	0.04%	194

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 $601M AUM 23.36% 1-Year Est. Return

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

Koss-Olinger Consulting's BSMW Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q1 2026, closing a stake of 21,854 shares — an estimated $549K sold.

Koss-Olinger Consulting first reported a position in BSMW in Q2 2025 and held it in 3 quarters. The position peaked at $549K in Q4 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Koss-Olinger Consulting reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 21,854 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $549K.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2025 and held it in 3 quarters.
Koss-Olinger Consulting's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $549K in Q4 2025.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.