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

Stifel 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 		$1.44M Buy
58,051
+15,381
+36% +$389K ﹤0.01% 2190
2025
Q4 		$1.07M Buy
42,670
+5,907
+16% +$148K ﹤0.01% 2400
2025
Q3 		$918K Buy
36,763
+2,275
+7% +$55.9K ﹤0.01% 2443
2025
Q2 		$844K Buy
34,488
+15,668
+83% +$381K ﹤0.01% 2448
2025
Q1 		$463K Buy
+18,820
New +$471K ﹤0.01% 2723

Other funds holding BSMW

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
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

Stifel Financial's BSMW Position: Q1 2026 in Review

Stifel Financial increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 36% in Q1 2026, buying an estimated $389K and bringing the position to 58,051 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Stifel Financial first reported a position in BSMW in Q1 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

  • Stifel Financial held 58,051 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $1.44M as of Q1 2026.
  • Stifel Financial bought 15,381 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $389K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2190 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.