MB, Levis & Associates’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

MB, Levis & Associates’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
2025 Q3	–	Sell	-60,474	Closed	-$1.48M	–	257
2025 Q2	$1.48M	Buy	60,474 +8,855	+17%	+$216K	0.65%	28
2025 Q1	$1.27M	Buy	51,619 +2,035	+4%	+$50.9K	0.59%	30
2024 Q4	$1.24M	Buy	49,584 +2,455	+5%	+$62.2K	0.62%	28
2024 Q3	$1.21M	Buy	47,129 +467	+1%	+$11.9K	0.6%	29
2024 Q2	$1.18M	Buy	46,662 +12,278	+36%	+$310K	0.62%	28
2024 Q1	$877K	Buy	34,384 +6,170	+22%	+$159K	0.47%	34
2023 Q4	$735K	Buy	28,214 +8,380	+42%	+$207K	0.42%	35
2023 Q3	$475K	Buy	19,834 +7,217	+57%	+$180K	0.31%	41
2023 Q2	$321K	Buy	+12,617	New	+$321K	0.21%	48

Other funds holding BSMW

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MB, Levis & Associates's BSMW Position: Q3 2025 in Review

MB, Levis & Associates sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q3 2025, closing a stake of 60,474 shares — an estimated $1.48M sold.

MB, Levis & Associates first reported a position in BSMW in Q2 2023 and held it in 9 quarters. The position peaked at $1.48M in Q2 2025. 61 funds tracked by Wall St. Rank hold BSMW as of Q3 2025.

MB, Levis & Associates reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
MB, Levis & Associates sold 60,474 Invesco BulletShares 2032 Municipal Bond ETF shares in Q3 2025, an estimated $1.48M.
MB, Levis & Associates first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2023 and held it in 9 quarters.
MB, Levis & Associates's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $1.48M in Q2 2025.
61 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.