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Harbour Investments’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Harbour Investments’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 		$299K Hold
12,036
– – ﹤0.01% 1315
2025
Q4 		$302K Buy
12,036
+398
+3% +$10K 0.01% 1085
2025
Q3 		$291K Buy
+11,638
New +$286K 0.01% 1074

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 $601M AUM 23.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Harbour Investments's BSMW Position: Q1 2026 in Review

Harbour Investments held its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) position steady in Q1 2026 at 12,036 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Harbour Investments first reported a position in BSMW in Q3 2025 and has held it in 3 quarters since. The position peaked at $302K in Q4 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

  • Harbour Investments held 12,036 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $299K as of Q1 2026.
  • Harbour Investments left its Invesco BulletShares 2032 Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1315 holding.
  • Harbour Investments first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Harbour Investments's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $302K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.