Wells Fargo’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Wells Fargo’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	$5.89M	Sell	237,129 -3,927	-2%	-$99.2K	﹤0.01%	2462
2025 Q4	$6.05M	Buy	241,056 +20,071	+9%	+$505K	﹤0.01%	2491
2025 Q3	$5.52M	Buy	220,985 +5,411	+3%	+$133K	﹤0.01%	2483
2025 Q2	$5.28M	Sell	215,574 -43,648	-17%	-$1.06M	﹤0.01%	2428
2025 Q1	$6.38M	Sell	259,222 -50,956	-16%	-$1.27M	﹤0.01%	2218
2024 Q4	$7.78M	Sell	310,178 -9,988	-3%	-$253K	﹤0.01%	2094
2024 Q3	$8.21M	Sell	320,166 -827	-0.3%	-$21.1K	﹤0.01%	1996
2024 Q2	$8.09M	Sell	320,993 -12,634	-4%	-$319K	﹤0.01%	1904
2024 Q1	$8.51M	Sell	333,627 -85,111	-20%	-$2.19M	﹤0.01%	1877
2023 Q4	$10.9M	Buy	418,738 +216,391	+107%	+$5.33M	﹤0.01%	1637
2023 Q3	$4.85M	Buy	202,347 +201,717	+32,019%	+$5.04M	﹤0.01%	2135
2023 Q2	$16K	Buy	+630	New	+$16K	﹤0.01%	5799

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo's BSMW Position: Q1 2026 in Review

Wells Fargo reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 1.6% in Q1 2026, selling an estimated $99.2K and leaving 237,129 shares worth $5.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Wells Fargo first reported a position in BSMW in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.9M in Q4 2023. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Wells Fargo held 237,129 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $5.89M as of Q1 2026.
Wells Fargo sold 3,927 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $99.2K.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2462 holding.
Wells Fargo first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
Wells Fargo's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $10.9M in Q4 2023.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.