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

Precedent Wealth 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
2026 Q1	$4.01M	Buy	161,355 +11,640	+8%	+$294K	0.8%	30
2025 Q4	$3.76M	Buy	149,715 +13,122	+10%	+$330K	0.79%	32
2025 Q3	$3.41M	Buy	136,593 +19,456	+17%	+$478K	0.75%	35
2025 Q2	$2.87M	Buy	117,137 +13,548	+13%	+$330K	0.7%	44
2025 Q1	$2.55M	Buy	103,589 +39,682	+62%	+$992K	0.71%	42
2024 Q4	$1.6M	Buy	63,907 +4,126	+7%	+$104K	0.52%	53
2024 Q3	$1.53M	Buy	59,781 +47,010	+368%	+$1.2M	0.51%	52
2024 Q2	$322K	Buy	+12,771	New	+$322K	0.13%	118

Other funds holding BSMW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Precedent Wealth Partners's BSMW Position: Q1 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 7.8% in Q1 2026, buying an estimated $294K and bringing the position to 161,355 shares worth $4.01M. The position accounts for 0.8% of the portfolio, ranked #30.

Precedent Wealth Partners first reported a position in BSMW in Q2 2024 and has held it in 8 quarters since. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Precedent Wealth Partners held 161,355 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $4.01M as of Q1 2026.
Precedent Wealth Partners bought 11,640 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $294K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.8% of Precedent Wealth Partners's portfolio in Q1 2026, its #30 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.