Sax Wealth Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Sax Wealth Advisors’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	$645K	Buy	+25,938	New	+$649K	0.03%	289

Other funds holding BSMW

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Invariant Investment Management Camp Hill, Pennsylvania $171M AUM

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Sax Wealth Advisors's BSMW Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q2 2026: 25,938 shares worth $645K. The stake represents 0.03% of the portfolio and ranks #289 among its holdings.

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

Sax Wealth Advisors held 25,938 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $645K as of Q2 2026.
Invesco BulletShares 2032 Municipal Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #289 holding.
14 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.