Integrated Wealth Concepts’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5M	Buy	71,542 +27,396	+62%	+$575K	0.01%	1099
2026 Q1	$922K	Buy	44,146 +9,628	+28%	+$204K	0.01%	1164
2025 Q4	$730K	Sell	34,518 -24,628	-42%	-$520K	0.01%	917
2025 Q3	$1.24M	Buy	59,146 +20,598	+53%	+$428K	0.01%	868
2025 Q2	$795K	Buy	38,548 +72	+0.2%	+$1.47K	0.01%	1043
2025 Q1	$798K	Sell	38,476 -7,714	-17%	-$161K	0.01%	924
2024 Q4	$967K	Buy	46,190 +28,746	+165%	+$607K	0.01%	824
2024 Q3	$372K	Buy	17,444 +24	+0.1%	+$509	﹤0.01%	1217
2024 Q2	$365K	Buy	17,420 +135	+0.8%	+$2.84K	0.01%	1200
2024 Q1	$368K	Buy	17,285 +1,185	+7%	+$25.4K	0.01%	1202
2023 Q4	$348K	Buy	+16,100	New	+$332K	0.01%	1185

Other funds holding BSMV

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 62% in Q2 2026, buying an estimated $575K and bringing the position to 71,542 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #1099.

Integrated Wealth Concepts first reported a position in BSMV in Q4 2023 and has held it in 11 quarters since. 85 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Integrated Wealth Concepts held 71,542 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1.5M as of Q2 2026.
Integrated Wealth Concepts bought 27,396 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $575K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1099 holding.
Integrated Wealth Concepts first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

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