MWM
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Marietta Wealth Management’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Marietta Wealth Management’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 		$719K Hold
28,600
– – 0.07% 99
2026
Q1 		$711K Buy
28,600
+300
+1% +$7.58K 0.08% 101
2025
Q4 		$711K Buy
+28,300
New +$711K 0.08% 100

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

Marietta Wealth Management's BSMW Position: Q2 2026 in Review

Marietta Wealth Management held its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) position steady in Q2 2026 at 28,600 shares worth $719K. The position accounts for 0.07% of the portfolio, ranked #99.

Marietta Wealth Management first reported a position in BSMW in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • Marietta Wealth Management held 28,600 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $719K as of Q2 2026.
  • Marietta Wealth Management left its Invesco BulletShares 2032 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 0.07% of Marietta Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Marietta Wealth Management first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.