IWC
BSMV icon

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
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 $2.07B AUM 13.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return