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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
Q2 		– Sell
-132
Closed -$3.28K – 810
2026
Q1 		$3.28K Buy
+132
New +$3.33K ﹤0.01% 2117

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

Root Financial Partners's BSMW Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q2 2026, closing a stake of 132 shares — an estimated $3.28K sold.

Root Financial Partners first reported a position in BSMW in Q1 2026 and held it in 1 quarter. The position peaked at $3.28K in Q1 2026. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 132 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $3.28K.
  • Root Financial Partners first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $3.28K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.