Private Trust Company’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Private Trust Company’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	$36.5K	Buy	+1,450	New	+$36.3K	﹤0.01%	1527

Other funds holding BSMW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Trust Company's BSMW Position: Q2 2026 in Review

Private Trust Company opened a new position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q2 2026: 1,450 shares worth $36.5K. The stake represents ﹤0.01% of the portfolio and ranks #1527 among its holdings.

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

Private Trust Company held 1,450 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $36.5K as of Q2 2026.
Invesco BulletShares 2032 Municipal Bond ETF was a new Private Trust Company position in Q2 2026.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1527 holding.
69 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.