Morgan Stanley’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Morgan Stanley’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	$13M	Buy	516,887 +52,616	+11%	+$1.32M	﹤0.01%	3484
2026 Q1	$11.5M	Buy	464,271 +25,963	+6%	+$656K	﹤0.01%	3453
2025 Q4	$11M	Buy	438,308 +121,273	+38%	+$3.05M	﹤0.01%	3528
2025 Q3	$7.92M	Buy	317,035 +12,752	+4%	+$313K	﹤0.01%	3758
2025 Q2	$7.45M	Sell	304,283 -10,987	-3%	-$267K	﹤0.01%	3721
2025 Q1	$7.76M	Buy	315,270 +4,257	+1%	+$106K	﹤0.01%	3558
2024 Q4	$7.8M	Buy	311,013 +23,118	+8%	+$585K	﹤0.01%	3613
2024 Q3	$7.38M	Buy	287,895 +25,068	+10%	+$639K	﹤0.01%	3660
2024 Q2	$6.63M	Buy	262,827 +4,804	+2%	+$121K	﹤0.01%	3663
2024 Q1	$6.58M	Buy	258,023 +7,114	+3%	+$183K	﹤0.01%	3688
2023 Q4	$6.54M	Buy	250,909 +7,534	+3%	+$186K	﹤0.01%	3703
2023 Q3	$5.83M	Buy	+243,375	New	+$6.08M	﹤0.01%	3616

Other funds holding BSMW

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley's BSMW Position: Q2 2026 in Review

Morgan Stanley increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 11% in Q2 2026, buying an estimated $1.32M and bringing the position to 516,887 shares worth $13M. The position accounts for ﹤0.01% of the portfolio, ranked #3484.

Morgan Stanley first reported a position in BSMW in Q3 2023 and has held it in 12 quarters since. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Morgan Stanley held 516,887 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $13M as of Q2 2026.
Morgan Stanley bought 52,616 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $1.32M.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3484 holding.
Morgan Stanley first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.