Root Financial Partners
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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
Q3 		$3.12K Buy
+132
New +$3.24K ﹤0.01% 2423
2026
Q2 		– Sell
-132
Closed -$3.28K – 810
2026
Q1 		$3.28K Buy
+132
New +$3.34K ﹤0.01% 2117

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Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
Jacobi Capital Management
Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Root Financial Partners's BSMW Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q3 2026: 132 shares worth $3.12K. The stake represents ﹤0.01% of the portfolio and ranks #2423 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BSMW as recently as Q1 2026.

Root Financial Partners first reported a position in BSMW in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.28K in Q1 2026. 31 funds tracked by Wall St. Rank hold BSMW as of Q3 2026.

  • Root Financial Partners held 132 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $3.12K as of Q3 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF was a new Root Financial Partners position in Q3 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2423 holding.
  • Root Financial Partners first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $3.28K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q3 2026.

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