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 Q2	$1.23M	Sell	48,863 -9,188	-16%	-$230K	﹤0.01%	2417
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Stifel Financial's BSMW Position: Q2 2026 in Review

Stifel Financial reduced its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 16% in Q2 2026, selling an estimated $230K and leaving 48,863 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

Stifel Financial first reported a position in BSMW in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.44M in Q1 2026. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

Stifel Financial held 48,863 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $1.23M as of Q2 2026.
Stifel Financial sold 9,188 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $230K.
Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2417 holding.
Stifel Financial first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Stifel Financial's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $1.44M in Q1 2026.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.