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

Root Financial 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	$3.28K	Buy	+132	New	+$3.33K	﹤0.01%	2117

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

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

Root Financial Partners's BSMW Position: Q1 2026 in Review

Root Financial Partners opened a new position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q1 2026: 132 shares worth $3.28K. The stake represents ﹤0.01% of the portfolio and ranks #2117 among its holdings.

64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Root Financial Partners held 132 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $3.28K as of Q1 2026.
Invesco BulletShares 2032 Municipal Bond ETF was a new Root Financial Partners position in Q1 2026.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2117 holding.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.