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 Q2	$1.05M	Sell	41,904 -1,966	-4%	-$49.2K	0.01%	984
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 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

Equitable Holdings's BSMW Position: Q2 2026 in Review

Equitable Holdings reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 4.5% in Q2 2026, selling an estimated $49.2K and leaving 41,904 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #984.

Equitable Holdings first reported a position in BSMW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.1M in Q1 2026. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Equitable Holdings held 41,904 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $1.05M as of Q2 2026.
Equitable Holdings sold 1,966 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $49.2K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #984 holding.
Equitable Holdings first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Equitable Holdings's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $1.1M in Q1 2026.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.