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ORG Partners’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

ORG Partners’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
Q4 		$142K Hold
5,650
– – 0.03% 386
2025
Q3 		$141K Buy
+5,650
New +$139K 0.03% 396

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

ORG Partners's BSMW Position: Q4 2025 in Review

ORG Partners held its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) position steady in Q4 2025 at 5,650 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #386.

ORG Partners first reported a position in BSMW in Q3 2025 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold BSMW as of Q4 2025.

  • ORG Partners held 5,650 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $142K as of Q4 2025.
  • ORG Partners left its Invesco BulletShares 2032 Municipal Bond ETF share count unchanged in Q4 2025.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 0.03% of ORG Partners's portfolio in Q4 2025, its #386 holding.
  • ORG Partners first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.