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

Stratos 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 Q1	$5.93M	Buy	238,650 +74,266	+45%	+$1.88M	0.36%	69
2025 Q4	$4.13M	Buy	164,384 +27,211	+20%	+$684K	0.2%	117
2025 Q3	$3.43M	Buy	137,173 +40,955	+43%	+$1.01M	0.16%	134
2025 Q2	$2.36M	Buy	96,218 +63,205	+191%	+$1.54M	0.12%	174
2025 Q1	$812K	Buy	33,013 +8,514	+35%	+$213K	0.04%	338
2024 Q4	$615K	Buy	24,499 +2,077	+9%	+$52.6K	0.03%	420
2024 Q3	$575K	Buy	22,422 +2,031	+10%	+$51.7K	0.03%	467
2024 Q2	$514K	Buy	+20,391	New	+$514K	0.03%	465

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Advisors's BSMW Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 45% in Q1 2026, buying an estimated $1.88M and bringing the position to 238,650 shares worth $5.93M. The position accounts for 0.36% of the portfolio, ranked #69.

Stratos Wealth Advisors first reported a position in BSMW in Q2 2024 and has held it in 8 quarters since. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Stratos Wealth Advisors held 238,650 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $5.93M as of Q1 2026.
Stratos Wealth Advisors bought 74,266 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $1.88M.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.36% of Stratos Wealth Advisors's portfolio in Q1 2026, its #69 holding.
Stratos Wealth Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.