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Summit Trail Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Summit Trail 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 		$462K Sell
18,573
-13,371
-42% -$338K 0.01% 1186
2025
Q4 		$802K Buy
+31,944
New +$803K 0.01% 918

Other funds holding BSMW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Trail Advisors's BSMW Position: Q1 2026 in Review

Summit Trail Advisors reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 42% in Q1 2026, selling an estimated $338K and leaving 18,573 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #1186.

Summit Trail Advisors first reported a position in BSMW in Q4 2025 and has held it in 2 quarters since. The position peaked at $802K in Q4 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

  • Summit Trail Advisors held 18,573 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $462K as of Q1 2026.
  • Summit Trail Advisors sold 13,371 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $338K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1186 holding.
  • Summit Trail Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Summit Trail Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $802K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.