EH
BSMW icon

Equitable Holdings’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Equitable Holdings’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 		$1.1M Buy
43,870
+2,466
+6% +$62.3K 0.01% 939
2025
Q4 		$1.04M Sell
41,404
-655
-2% -$16.5K 0.01% 843
2025
Q3 		$1.05M Buy
42,059
+1,893
+5% +$46.5K 0.01% 822
2025
Q2 		$983K Buy
40,166
+5,383
+15% +$131K 0.01% 799
2025
Q1 		$856K Buy
34,783
+3,596
+12% +$89.9K 0.01% 754
2024
Q4 		$782K Buy
31,187
+2,504
+9% +$63.4K 0.01% 743
2024
Q3 		$735K Buy
28,683
+1,176
+4% +$30K 0.01% 767
2024
Q2 		$693K Sell
27,507
-1,099
-4% -$27.7K 0.01% 742
2024
Q1 		$730K Buy
+28,606
New +$737K 0.01% 697

Other funds holding BSMW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Equitable Holdings's BSMW Position: Q1 2026 in Review

Equitable Holdings increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 6% in Q1 2026, buying an estimated $62.3K and bringing the position to 43,870 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #939.

Equitable Holdings first reported a position in BSMW in Q1 2024 and has held it in 9 quarters since. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

  • Equitable Holdings held 43,870 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $1.1M as of Q1 2026.
  • Equitable Holdings bought 2,466 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $62.3K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #939 holding.
  • Equitable Holdings first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.