IIM
BSMW icon

Invariant Investment Management’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Invariant Investment Management’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 		$411K Buy
16,316
+129
+0.8% +$3.23K 0.24% 47
2026
Q1 		$406K Buy
16,187
+127
+0.8% +$3.21K 0.25% 46
2025
Q4 		$406K Buy
+16,060
New +$404K 0.26% 47

Other funds holding BSMW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Invariant Investment Management's BSMW Position: Q2 2026 in Review

Invariant Investment Management increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 0.8% in Q2 2026, buying an estimated $3.23K and bringing the position to 16,316 shares worth $411K. The position accounts for 0.24% of the portfolio, ranked #47.

Invariant Investment Management first reported a position in BSMW in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • Invariant Investment Management held 16,316 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $411K as of Q2 2026.
  • Invariant Investment Management bought 129 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $3.23K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 0.24% of Invariant Investment Management's portfolio in Q2 2026, its #47 holding.
  • Invariant Investment Management first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.