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

VestGen 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	$996K	Sell	39,868 -2,133	-5%	-$53.9K	0.03%	467
2025 Q4	$1.05M	Buy	42,001 +12,344	+42%	+$310K	0.04%	350
2025 Q3	$741K	Sell	29,657 -1,892	-6%	-$46.5K	0.02%	417
2025 Q2	$771K	Buy	31,549 +3,514	+13%	+$85.5K	0.03%	368
2025 Q1	$690K	Buy	+28,035	New	+$701K	0.03%	345

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 $500M AUM 17.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VestGen Advisors's BSMW Position: Q1 2026 in Review

VestGen Advisors reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 5.1% in Q1 2026, selling an estimated $53.9K and leaving 39,868 shares worth $996K. The position accounts for 0.03% of the portfolio, ranked #467.

VestGen Advisors first reported a position in BSMW in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q4 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

VestGen Advisors held 39,868 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $996K as of Q1 2026.
VestGen Advisors sold 2,133 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $53.9K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.03% of VestGen Advisors's portfolio in Q1 2026, its #467 holding.
VestGen Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $1.05M in Q4 2025.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.