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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MONECO Advisors's BSMW Position: Q1 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 22% in Q1 2026, buying an estimated $511K and bringing the position to 114,289 shares worth $2.84M. The position accounts for 0.22% of the portfolio, ranked #104.

MONECO Advisors first reported a position in BSMW in Q3 2024 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

  • MONECO Advisors held 114,289 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $2.84M as of Q1 2026.
  • MONECO Advisors bought 20,237 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $511K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 0.22% of MONECO Advisors's portfolio in Q1 2026, its #104 holding.
  • MONECO Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.