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
Q2 		$3.86M Buy
153,350
+14,637
+11% +$366K ﹤0.01% 4433
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group's BSMW Position: Q2 2026 in Review

UBS Group increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 11% in Q2 2026, buying an estimated $366K and bringing the position to 153,350 shares worth $3.86M. The position accounts for ﹤0.01% of the portfolio, ranked #4433.

UBS Group first reported a position in BSMW in Q2 2024 and has held it in 9 quarters since. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • UBS Group held 153,350 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $3.86M as of Q2 2026.
  • UBS Group bought 14,637 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $366K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4433 holding.
  • UBS Group first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.