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Plante Moran Financial Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Plante Moran Financial 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 		$50.5K Buy
+2,009
New +$50.3K ﹤0.01% 347

Other funds holding BSMW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Plante Moran Financial Advisors's BSMW Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q2 2026: 2,009 shares worth $50.5K. The stake represents ﹤0.01% of the portfolio and ranks #347 among its holdings.

69 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • Plante Moran Financial Advisors held 2,009 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $50.5K as of Q2 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #347 holding.
  • 69 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.