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

UBS 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 		$3.45M Buy
138,713
+106,240
+327% +$2.68M ﹤0.01% 4447
2025
Q4 		$815K Buy
32,473
+12,678
+64% +$319K ﹤0.01% 5743
2025
Q3 		$494K Buy
19,795
+9,005
+83% +$221K ﹤0.01% 6105
2025
Q2 		$264K Buy
10,790
+4,165
+63% +$101K ﹤0.01% 6526
2025
Q1 		$163K Sell
6,625
-269
-4% -$6.72K ﹤0.01% 6682
2024
Q4 		$173K Buy
6,894
+5,894
+589% +$149K ﹤0.01% 6538
2024
Q3 		$25.6K Buy
1,000
+958
+2,281% +$24.4K ﹤0.01% 7220
2024
Q2 		$1.06K Buy
+42
New +$1.06K ﹤0.01% 8670

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 $376B 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 $501B 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 $653B AUM 32.41% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return