Integrated Wealth Concepts
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Integrated Wealth Concepts’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Integrated Wealth Concepts’s Portfolio BSMU Stock Details BSMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Buy
62,608
+14,293
+30% +$313K 0.01% 1027
2026
Q1 		$1.05M Buy
48,315
+776
+2% +$17.2K 0.01% 1082
2025
Q4 		$1.05M Sell
47,539
-23,710
-33% -$522K 0.01% 753
2025
Q3 		$1.56M Buy
71,249
+23,985
+51% +$521K 0.01% 781
2025
Q2 		$1.02M Buy
47,264
+9,843
+26% +$210K 0.01% 906
2025
Q1 		$808K Sell
37,421
-7,811
-17% -$170K 0.01% 918
2024
Q4 		$982K Buy
45,232
+27,681
+158% +$607K 0.01% 818
2024
Q3 		$389K Buy
17,551
+1,123
+7% +$24.7K ﹤0.01% 1199
2024
Q2 		$358K Buy
16,428
+21
+0.1% +$459 ﹤0.01% 1217
2024
Q1 		$363K Buy
16,407
+1,140
+7% +$25.4K 0.01% 1218
2023
Q4 		$342K Buy
+15,267
New +$327K 0.01% 1195

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 30% in Q2 2026, buying an estimated $313K and bringing the position to 62,608 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1027.

Integrated Wealth Concepts first reported a position in BSMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q3 2025. 108 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Integrated Wealth Concepts held 62,608 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $1.37M as of Q2 2026.
  • Integrated Wealth Concepts bought 14,293 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $313K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1027 holding.
  • Integrated Wealth Concepts first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $1.56M in Q3 2025.
  • 108 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

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