IWC
BSMM

Integrated Wealth Concepts’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

Integrated Wealth Concepts’s Portfolio BSMM Stock Details BSMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-21,014
Closed -$531K – 1086
2022
Q3 		$531K Buy
+21,014
New +$532K 0.02% 571

Other funds holding BSMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Integrated Wealth Concepts's BSMM Position: Q4 2022 in Review

Integrated Wealth Concepts sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q4 2022, closing a stake of 21,014 shares — an estimated $531K sold.

Integrated Wealth Concepts first reported a position in BSMM in Q3 2022 and held it in 1 quarter. The position peaked at $531K in Q3 2022. 1 fund tracked by Wall St. Rank holds BSMM as of Q4 2022.

  • Integrated Wealth Concepts reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 21,014 Invesco BulletShares 2022 Municipal Bond ETF shares in Q4 2022, an estimated $531K.
  • Integrated Wealth Concepts first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q3 2022 and held it in 1 quarter.
  • Integrated Wealth Concepts's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $531K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q4 2022.

Based on Integrated Wealth Concepts's 13F filing for Q4 2022, filed 13 Feb 2023.