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 Q2	$721K	Sell	28,667 -11,201	-28%	-$280K	0.02%	552
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 $1.89T AUM 35.08% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VestGen Advisors's BSMW Position: Q2 2026 in Review

VestGen Advisors reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 28% in Q2 2026, selling an estimated $280K and leaving 28,667 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #552.

VestGen Advisors first reported a position in BSMW in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

VestGen Advisors held 28,667 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $721K as of Q2 2026.
VestGen Advisors sold 11,201 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $280K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #552 holding.
VestGen Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $1.05M in Q4 2025.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.