Integrated Wealth Concepts
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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 		$1.14M Buy
54,498
+10,352
+23% +$217K 0.01% 1138
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

Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Atlantic Union Bankshares
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
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 23% in Q2 2026, buying an estimated $217K and bringing the position to 54,498 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1138.

Integrated Wealth Concepts first reported a position in BSMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q3 2025. 87 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Integrated Wealth Concepts held 54,498 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1.14M as of Q2 2026.
  • Integrated Wealth Concepts bought 10,352 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $217K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1138 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.
  • Integrated Wealth Concepts's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $1.24M in Q3 2025.
  • 87 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.