IWC
BSMP

Integrated Wealth Concepts’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Integrated Wealth Concepts’s Portfolio BSMP Stock Details BSMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-185,867
Closed -$4.56M – 1667
2025
Q3 		$4.56M Sell
185,867
-7,815
-4% -$192K 0.04% 400
2025
Q2 		$4.75M Buy
193,682
+1,455
+0.8% +$35.6K 0.05% 347
2025
Q1 		$4.71M Buy
192,227
+1,595
+0.8% +$39.1K 0.05% 326
2024
Q4 		$4.67M Buy
190,632
+43,087
+29% +$1.06M 0.05% 310
2024
Q3 		$3.61M Buy
147,545
+6,561
+5% +$161K 0.04% 364
2024
Q2 		$3.42M Sell
140,984
-19,964
-12% -$485K 0.05% 352
2024
Q1 		$3.92M Buy
160,948
+27,226
+20% +$666K 0.06% 316
2023
Q4 		$3.28M Buy
133,722
+15,645
+13% +$379K 0.05% 328
2023
Q3 		$2.83M Buy
118,077
+16,054
+16% +$389K 0.05% 339
2023
Q2 		$2.48M Buy
102,023
+5,965
+6% +$145K 0.04% 381
2023
Q1 		$2.36M Buy
96,058
+4,599
+5% +$113K 0.05% 347
2022
Q4 		$2.22M Buy
91,459
+43,733
+92% +$1.06M 0.06% 297
2022
Q3 		$1.14M Buy
+47,726
New +$1.17M 0.04% 399

Other funds holding BSMP

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Integrated Wealth Concepts's BSMP Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 185,867 shares — an estimated $4.56M sold.

Integrated Wealth Concepts first reported a position in BSMP in Q3 2022 and held it in 13 quarters. The position peaked at $4.75M in Q2 2025. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 185,867 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $4.56M.
  • Integrated Wealth Concepts first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q3 2022 and held it in 13 quarters.
  • Integrated Wealth Concepts's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $4.75M in Q2 2025.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.