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Raymond James & Associates’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Raymond James & Associates’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
2024
Q3 		$1.68M Buy
65,619
+1,924
+3% +$49K ﹤0.01% 2333
2024
Q2 		$1.61M Buy
63,695
+5,301
+9% +$134K ﹤0.01% 2292
2024
Q1 		$1.49M Buy
+58,394
New +$1.5M ﹤0.01% 2347

Other funds holding BSMW

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James & Associates's BSMW Position: Q3 2024 in Review

Raymond James & Associates increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 3% in Q3 2024, buying an estimated $49K and bringing the position to 65,619 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

Raymond James & Associates first reported a position in BSMW in Q1 2024 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold BSMW as of Q3 2024.

  • Raymond James & Associates held 65,619 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $1.68M as of Q3 2024.
  • Raymond James & Associates bought 1,924 Invesco BulletShares 2032 Municipal Bond ETF shares in Q3 2024, an estimated $49K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2333 holding.
  • Raymond James & Associates first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.