Old Mission Capital’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Old Mission Capital’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 Q1	–	Sell	-51,137	Closed	-$1.28M	–	952
2024 Q4	$1.28M	Buy	+51,137	New	+$1.3M	0.02%	305
2024 Q3	–	Sell	-10,647	Closed	-$268K	–	1465
2024 Q2	$268K	Buy	+10,647	New	+$269K	﹤0.01%	957
2023 Q3	–	Sell	-10,398	Closed	-$264K	–	1307
2023 Q2	$264K	Sell	10,398 -65,248	-86%	-$1.66M	0.01%	884
2023 Q1	$1.94M	Buy	+75,646	New	+$1.91M	0.04%	291

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

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

EFP

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

PWP

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Old Mission Capital's BSMW Position: Q1 2025 in Review

Old Mission Capital sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q1 2025, closing a stake of 51,137 shares — an estimated $1.28M sold.

Old Mission Capital first reported a position in BSMW in Q1 2023 and held it in 4 quarters. The position peaked at $1.94M in Q1 2023. 56 funds tracked by Wall St. Rank hold BSMW as of Q1 2025.

Old Mission Capital reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Old Mission Capital sold 51,137 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2025, an estimated $1.28M.
Old Mission Capital first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2023 and held it in 4 quarters.
Old Mission Capital's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $1.94M in Q1 2023.
56 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.