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 Q2	$5.87M	Sell	233,494 -3,635	-2%	-$91K	﹤0.01%	2694
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 $1.89T 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo's BSMW Position: Q2 2026 in Review

Wells Fargo reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 1.5% in Q2 2026, selling an estimated $91K and leaving 233,494 shares worth $5.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

Wells Fargo first reported a position in BSMW in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.9M in Q4 2023. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Wells Fargo held 233,494 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $5.87M as of Q2 2026.
Wells Fargo sold 3,635 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $91K.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2694 holding.
Wells Fargo first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
Wells Fargo's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $10.9M in Q4 2023.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.