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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Private Trust's BSMW Position: Q2 2026 in Review

Legacy Private Trust increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 66% in Q2 2026, buying an estimated $1.15M and bringing the position to 115,658 shares worth $2.91M. The position accounts for 0.16% of the portfolio, ranked #102.

Legacy Private Trust first reported a position in BSMW in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • Legacy Private Trust held 115,658 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $2.91M as of Q2 2026.
  • Legacy Private Trust bought 45,888 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $1.15M.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 0.16% of Legacy Private Trust's portfolio in Q2 2026, its #102 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.