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Integrated Wealth Concepts’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Integrated Wealth Concepts’s Portfolio BSMQ Stock Details BSMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.56M Buy
192,852
+6,602
+4% +$156K 0.04% 454
2025
Q4 		$4.4M Buy
186,250
+14,390
+8% +$340K 0.05% 322
2025
Q3 		$4.06M Buy
171,860
+22,772
+15% +$537K 0.04% 433
2025
Q2 		$3.51M Buy
149,088
+36,607
+33% +$859K 0.04% 438
2025
Q1 		$2.66M Buy
112,481
+21,906
+24% +$518K 0.03% 506
2024
Q4 		$2.13M Buy
90,575
+34,433
+61% +$814K 0.02% 535
2024
Q3 		$1.33M Buy
56,142
+4,255
+8% +$101K 0.02% 688
2024
Q2 		$1.22M Sell
51,887
-2,072
-4% -$48.7K 0.02% 673
2024
Q1 		$1.27M Buy
53,959
+22,239
+70% +$526K 0.02% 666
2023
Q4 		$754K Buy
31,720
+14,786
+87% +$344K 0.01% 832
2023
Q3 		$389K Buy
+16,934
New +$396K 0.01% 1097
2023
Q2 		– Sell
-22,248
Closed -$529K – 1566
2023
Q1 		$529K Sell
22,248
-18
-0.1% -$426 0.01% 833
2022
Q4 		$523K Sell
22,266
-1,372
-6% -$31.9K 0.01% 653
2022
Q3 		$539K Buy
+23,638
New +$561K 0.02% 564

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Integrated Wealth Concepts's BSMQ Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) stake by 3.5% in Q1 2026, buying an estimated $156K and bringing the position to 192,852 shares worth $4.56M. The position accounts for 0.04% of the portfolio, ranked #454.

Integrated Wealth Concepts first reported a position in BSMQ in Q3 2022 and has held it in 14 quarters since. 145 funds tracked by Wall St. Rank hold BSMQ as of Q1 2026.

  • Integrated Wealth Concepts held 192,852 shares of Invesco BulletShares 2026 Municipal Bond ETF worth $4.56M as of Q1 2026.
  • Integrated Wealth Concepts bought 6,602 Invesco BulletShares 2026 Municipal Bond ETF shares in Q1 2026, an estimated $156K.
  • Invesco BulletShares 2026 Municipal Bond ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #454 holding.
  • Integrated Wealth Concepts first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.