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 Q3	$4.71M	Buy	199,572 +26,411	+15%	+$649K	0.72%	43
2026 Q2	$4.35M	Buy	173,161 +11,806	+7%	+$296K	0.72%	36
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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Opulen Financial Group Arlington, Virginia $163M AUM 13.69% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Horizons Wealth Management Asheville, North Carolina $160M AUM

Precedent Wealth Partners's BSMW Position: Q3 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 15% in Q3 2026, buying an estimated $649K and bringing the position to 199,572 shares worth $4.71M. The position accounts for 0.72% of the portfolio, ranked #43.

Precedent Wealth Partners first reported a position in BSMW in Q2 2024 and has held it in 10 quarters since. 13 funds tracked by Wall St. Rank hold BSMW as of Q3 2026.

Precedent Wealth Partners held 199,572 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $4.71M as of Q3 2026.
Precedent Wealth Partners bought 26,411 Invesco BulletShares 2032 Municipal Bond ETF shares in Q3 2026, an estimated $649K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.72% of Precedent Wealth Partners's portfolio in Q3 2026, its #43 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2024 and has held it in 10 quarters since.
13 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.