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 Q2	$303K	Hold	12,036	–	–	﹤0.01%	1380
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 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

Harbour Investments's BSMW Position: Q2 2026 in Review

Harbour Investments held its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) position steady in Q2 2026 at 12,036 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Harbour Investments first reported a position in BSMW in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Harbour Investments held 12,036 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $303K as of Q2 2026.
Harbour Investments left its Invesco BulletShares 2032 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1380 holding.
Harbour Investments first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.