Integrated Wealth Concepts’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Integrated Wealth Concepts’s Portfolio BSMR Stock Details BSMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.12M	Buy
2025 Q1	$2.17M	Buy
2024 Q4	$1.59M	Buy
2024 Q3	$985K	Buy
2024 Q2	$877K	Hold
2024 Q1	$884K	Buy
2023 Q4	$365K	Buy