Larson Financial Group’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Larson Financial Group’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	$128K	Hold	5,086	–	–	﹤0.01%	1054
2026 Q1	$126K	Hold	5,086	–	–	﹤0.01%	892
2025 Q4	$128K	Hold	5,086	–	–	﹤0.01%	844
2025 Q3	$127K	Hold	5,086	–	–	﹤0.01%	819
2025 Q2	$125K	Hold	5,086	–	–	0.01%	782
2025 Q1	$125K	Buy	+5,086	New	+$127K	0.01%	741

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

Larson Financial Group's BSMW Position: Q2 2026 in Review

Larson Financial Group held its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) position steady in Q2 2026 at 5,086 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Larson Financial Group first reported a position in BSMW in Q1 2025 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Larson Financial Group held 5,086 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $128K as of Q2 2026.
Larson Financial Group left its Invesco BulletShares 2032 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1054 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.