LPL Financial
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LPL Financial’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

LPL Financial’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 		$10.5M Sell
421,922
-15,082
-3% -$381K ﹤0.01% 1962
2025
Q4 		$11M Sell
437,004
-5,052
-1% -$127K ﹤0.01% 1853
2025
Q3 		$11M Buy
442,056
+44,507
+11% +$1.09M ﹤0.01% 1777
2025
Q2 		$9.73M Sell
397,549
-17,074
-4% -$416K ﹤0.01% 1744
2025
Q1 		$10.2M Buy
414,623
+110,440
+36% +$2.76M ﹤0.01% 1589
2024
Q4 		$7.63M Buy
304,183
+87,455
+40% +$2.21M ﹤0.01% 1745
2024
Q3 		$5.55M Buy
216,728
+39,794
+22% +$1.01M ﹤0.01% 1904
2024
Q2 		$4.46M Buy
176,934
+21,685
+14% +$547K ﹤0.01% 1956
2024
Q1 		$3.96M Buy
155,249
+72,941
+89% +$1.88M ﹤0.01% 1959
2023
Q4 		$2.14M Sell
82,308
-3,837
-4% -$94.6K ﹤0.01% 2354
2023
Q3 		$2.06M Buy
86,145
+15,078
+21% +$377K ﹤0.01% 2261
2023
Q2 		$1.81M Buy
+71,067
New +$1.81M ﹤0.01% 2341

Other funds holding BSMW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's BSMW Position: Q1 2026 in Review

LPL Financial reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 3.5% in Q1 2026, selling an estimated $381K and leaving 421,922 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

LPL Financial first reported a position in BSMW in Q2 2023 and has held it in 12 quarters since. The position peaked at $11M in Q3 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

  • LPL Financial held 421,922 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $10.5M as of Q1 2026.
  • LPL Financial sold 15,082 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $381K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1962 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • LPL Financial's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $11M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.