United Capital Financial Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

United Capital Financial 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	$1.12M	Buy	45,276 +13,761	+44%	+$348K	0.01%	717
2025 Q4	$791K	Buy	31,515 +22,064	+233%	+$555K	﹤0.01%	812
2025 Q3	$236K	Buy	+9,451	New	+$232K	﹤0.01%	1096

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

United Capital Financial Advisors's BSMW Position: Q1 2026 in Review

United Capital Financial Advisors increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 44% in Q1 2026, buying an estimated $348K and bringing the position to 45,276 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #717.

United Capital Financial Advisors first reported a position in BSMW in Q3 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

United Capital Financial Advisors held 45,276 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $1.12M as of Q1 2026.
United Capital Financial Advisors bought 13,761 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $348K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #717 holding.
United Capital Financial Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.