MONECO Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

MONECO Advisors’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	$3.02M	Buy	120,153 +5,864	+5%	+$147K	0.18%	116
2026 Q1	$2.84M	Buy	114,289 +20,237	+22%	+$511K	0.22%	104
2025 Q4	$2.36M	Buy	94,052 +70,762	+304%	+$1.78M	0.19%	119
2025 Q3	$582K	Buy	23,290 +7,648	+49%	+$188K	0.05%	274
2025 Q2	$383K	Buy	+15,642	New	+$381K	0.04%	338
2024 Q4	–	Sell	-10,862	Closed	-$278K	–	468
2024 Q3	$278K	Buy	+10,862	New	+$277K	0.03%	360

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

MONECO Advisors's BSMW Position: Q2 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 5.1% in Q2 2026, buying an estimated $147K and bringing the position to 120,153 shares worth $3.02M. The position accounts for 0.18% of the portfolio, ranked #116.

MONECO Advisors first reported a position in BSMW in Q3 2024 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

MONECO Advisors held 120,153 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $3.02M as of Q2 2026.
MONECO Advisors bought 5,864 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $147K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.18% of MONECO Advisors's portfolio in Q2 2026, its #116 holding.
MONECO Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2024 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 MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.