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

Raymond James 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	$3.63M	Buy	145,942 +7,737	+6%	+$195K	﹤0.01%	2859
2025 Q4	$3.47M	Buy	138,205 +25,272	+22%	+$635K	﹤0.01%	2812
2025 Q3	$2.82M	Buy	112,933 +11,943	+12%	+$293K	﹤0.01%	2909
2025 Q2	$2.47M	Buy	100,990 +18,751	+23%	+$456K	﹤0.01%	2910
2025 Q1	$2.02M	Buy	82,239 +5,043	+7%	+$126K	﹤0.01%	2977
2024 Q4	$1.94M	Buy	+77,196	New	+$1.96M	﹤0.01%	2998

Other funds holding BSMW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $601M AUM 23.36% 1-Year Est. Return

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

Raymond James Financial's BSMW Position: Q1 2026 in Review

Raymond James Financial increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 5.6% in Q1 2026, buying an estimated $195K and bringing the position to 145,942 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2859.

Raymond James Financial first reported a position in BSMW in Q4 2024 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Raymond James Financial held 145,942 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $3.63M as of Q1 2026.
Raymond James Financial bought 7,737 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $195K.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2859 holding.
Raymond James Financial first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.