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Sequoia Financial Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Sequoia Financial 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 		$627K Hold
24,945
– – ﹤0.01% 1192
2026
Q1 		$620K Sell
24,945
-6,095
-20% -$154K ﹤0.01% 1143
2025
Q4 		$779K Buy
+31,040
New +$780K ﹤0.01% 1018

Other funds holding BSMW

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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Sequoia Financial Advisors's BSMW Position: Q2 2026 in Review

Sequoia Financial Advisors held its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) position steady in Q2 2026 at 24,945 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Sequoia Financial Advisors first reported a position in BSMW in Q4 2025 and has held it in 3 quarters since. The position peaked at $779K in Q4 2025. 14 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • Sequoia Financial Advisors held 24,945 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $627K as of Q2 2026.
  • Sequoia Financial Advisors left its Invesco BulletShares 2032 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1192 holding.
  • Sequoia Financial Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $779K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.