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 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	Sell	258,023 -243,795	-49%	-$6.28M	﹤0.01%	3688
2023 Q4	$13.1M	Buy	501,818 +258,443	+106%	+$6.37M	﹤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 $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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's BSMW Position: Q1 2026 in Review

Morgan Stanley increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 5.9% in Q1 2026, buying an estimated $656K and bringing the position to 464,271 shares worth $11.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3453.

Morgan Stanley first reported a position in BSMW in Q3 2023 and has held it in 11 quarters since. The position peaked at $13.1M in Q4 2023. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Morgan Stanley held 464,271 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $11.5M as of Q1 2026.
Morgan Stanley bought 25,963 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $656K.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3453 holding.
Morgan Stanley first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
Morgan Stanley's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $13.1M in Q4 2023.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.