Sterling Financial Group’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Sterling Financial Group’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
2025 Q3	$846K	Sell	33,863 -20,721	-38%	-$509K	0.27%	34
2025 Q2	$1.34M	Sell	54,584 -450	-0.8%	-$11K	0.45%	31
2025 Q1	$1.35M	Sell	55,034 -25,510	-32%	-$638K	0.49%	29
2024 Q4	$2.02M	Buy	80,544 +20,933	+35%	+$530K	0.75%	21
2024 Q3	$1.53M	Buy	59,611 +10,000	+20%	+$255K	0.65%	22
2024 Q2	$1.25M	Sell	49,611 -4,700	-9%	-$119K	0.57%	24
2024 Q1	$1.39M	Buy	54,311 +29,101	+115%	+$749K	0.66%	21
2023 Q4	$657K	Buy	25,210 +10,400	+70%	+$256K	0.39%	32
2023 Q3	$355K	Buy	+14,810	New	+$370K	0.22%	40

Other funds holding BSMW

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sterling Financial Group's BSMW Position: Q3 2025 in Review

Sterling Financial Group reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 38% in Q3 2025, selling an estimated $509K and leaving 33,863 shares worth $846K. The position accounts for 0.27% of the portfolio, ranked #34.

Sterling Financial Group first reported a position in BSMW in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.02M in Q4 2024. 61 funds tracked by Wall St. Rank hold BSMW as of Q3 2025.

Sterling Financial Group held 33,863 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $846K as of Q3 2025.
Sterling Financial Group sold 20,721 Invesco BulletShares 2032 Municipal Bond ETF shares in Q3 2025, an estimated $509K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.27% of Sterling Financial Group's portfolio in Q3 2025, its #34 holding.
Sterling Financial Group first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2023 and has held it in 9 quarters since.
Sterling Financial Group's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $2.02M in Q4 2024.
61 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.