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

StoneX 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
2026 Q1	–	Sell	-13,123	Closed	-$330K	–	954
2025 Q4	$330K	Sell	13,123 -5,768	-31%	-$145K	0.01%	662
2025 Q3	$472K	Sell	18,891 -1,526	-7%	-$37.5K	0.02%	562
2025 Q2	$500K	Sell	20,417 -5,258	-20%	-$128K	0.02%	509
2025 Q1	$632K	Buy	25,675 +1,011	+4%	+$25.3K	0.03%	413
2024 Q4	$619K	Buy	+24,664	New	+$625K	0.03%	414

Other funds holding BSMW

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

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

SWA

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

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

AUB

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

CIM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PWP

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

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

StoneX Group's BSMW Position: Q1 2026 in Review

StoneX Group sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q1 2026, closing a stake of 13,123 shares — an estimated $330K sold.

StoneX Group first reported a position in BSMW in Q4 2024 and held it in 5 quarters. The position peaked at $632K in Q1 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

StoneX Group reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 13,123 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $330K.
StoneX Group first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
StoneX Group's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $632K in Q1 2025.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.