Legacy Private Trust’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Legacy Private Trust’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	$733K	Sell	31,054 -84,604	-73%	-$2.08M	0.04%	181
2026 Q2	$2.91M	Buy	115,658 +45,888	+66%	+$1.15M	0.16%	102
2026 Q1	$1.73M	Buy	69,770 +43,735	+168%	+$1.1M	0.11%	126
2025 Q4	$654K	Buy	+26,035	New	+$654K	0.04%	184

Other funds holding BSMW

CIM

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

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

Legacy Private Trust's BSMW Position: Q3 2026 in Review

Legacy Private Trust reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 73% in Q3 2026, selling an estimated $2.08M and leaving 31,054 shares worth $733K. The position accounts for 0.04% of the portfolio, ranked #181.

Legacy Private Trust first reported a position in BSMW in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.91M in Q2 2026. 6 funds tracked by Wall St. Rank hold BSMW as of Q3 2026.

Legacy Private Trust held 31,054 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $733K as of Q3 2026.
Legacy Private Trust sold 84,604 Invesco BulletShares 2032 Municipal Bond ETF shares in Q3 2026, an estimated $2.08M.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.04% of Legacy Private Trust's portfolio in Q3 2026, its #181 holding.
Legacy Private Trust first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
Legacy Private Trust's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $2.91M in Q2 2026.
6 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.