Lido Advisors
BSMW icon

Lido Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Lido Advisors’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 		$2.67M Buy
107,600
+7,900
+8% +$200K 0.01% 624
2025
Q4 		$2.5M Buy
99,700
+42,300
+74% +$1.06M 0.01% 650
2025
Q3 		$1.43M Buy
57,400
+32,700
+132% +$803K ﹤0.01% 798
2025
Q2 		$605K Buy
24,700
+16,000
+184% +$389K ﹤0.01% 1040
2025
Q1 		$214K Buy
+8,700
New +$218K ﹤0.01% 1356

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

Lido Advisors's BSMW Position: Q1 2026 in Review

Lido Advisors increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 7.9% in Q1 2026, buying an estimated $200K and bringing the position to 107,600 shares worth $2.67M. The position accounts for 0.01% of the portfolio, ranked #624.

Lido Advisors first reported a position in BSMW in Q1 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

  • Lido Advisors held 107,600 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $2.67M as of Q1 2026.
  • Lido Advisors bought 7,900 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $200K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #624 holding.
  • Lido Advisors first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.