Integrated Wealth Concepts
BSMT icon

Integrated Wealth Concepts’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Integrated Wealth Concepts’s Portfolio BSMT Stock Details BSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.56M Buy
154,554
+19,148
+14% +$442K 0.02% 617
2026
Q1 		$3.12M Buy
135,406
+22,449
+20% +$522K 0.02% 590
2025
Q4 		$2.61M Buy
112,957
+24,475
+28% +$566K 0.03% 461
2025
Q3 		$2.04M Buy
88,482
+22,565
+34% +$517K 0.02% 664
2025
Q2 		$1.5M Buy
65,917
+9,667
+17% +$218K 0.02% 733
2025
Q1 		$1.28M Buy
56,250
+5,587
+11% +$128K 0.01% 722
2024
Q4 		$1.16M Buy
50,663
+26,312
+108% +$608K 0.01% 754
2024
Q3 		$567K Buy
24,351
+4,341
+22% +$101K 0.01% 1028
2024
Q2 		$459K Buy
20,010
+41
+0.2% +$942 0.01% 1087
2024
Q1 		$464K Buy
19,969
+4,573
+30% +$107K 0.01% 1080
2023
Q4 		$362K Buy
15,396
+6,078
+65% +$137K 0.01% 1159
2023
Q3 		$206K Hold
9,318
– – ﹤0.01% 1400
2023
Q2 		$214K Buy
+9,318
New +$215K ﹤0.01% 1393

Other funds holding BSMT

Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Integrated Wealth Concepts's BSMT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 14% in Q2 2026, buying an estimated $442K and bringing the position to 154,554 shares worth $3.56M. The position accounts for 0.02% of the portfolio, ranked #617.

Integrated Wealth Concepts first reported a position in BSMT in Q2 2023 and has held it in 13 quarters since. 125 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Integrated Wealth Concepts held 154,554 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $3.56M as of Q2 2026.
  • Integrated Wealth Concepts bought 19,148 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $442K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #617 holding.
  • Integrated Wealth Concepts first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.