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NorthAvenue LLC’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

NorthAvenue LLC’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 		$36.5K Hold
1,451
– – 0.03% 84
2026
Q1 		$36.1K Hold
1,451
– – 0.03% 75
2025
Q4 		$36.4K Buy
+1,451
New +$36.5K 0.03% 77

Other funds holding BSMW

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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

NorthAvenue LLC's BSMW Position: Q2 2026 in Review

NorthAvenue LLC held its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) position steady in Q2 2026 at 1,451 shares worth $36.5K. The position accounts for 0.03% of the portfolio, ranked #84.

NorthAvenue LLC first reported a position in BSMW in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • NorthAvenue LLC held 1,451 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $36.5K as of Q2 2026.
  • NorthAvenue LLC left its Invesco BulletShares 2032 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 0.03% of NorthAvenue LLC's portfolio in Q2 2026, its #84 holding.
  • NorthAvenue LLC first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.