Integrated Wealth Concepts’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$662K	Buy	26,648 +1,540	+6%	+$38.9K	0.01%	1372
2025 Q4	$630K	Sell	25,108 -24,058	-49%	-$605K	0.01%	979
2025 Q3	$1.23M	Buy	49,166 +17,034	+53%	+$418K	0.01%	873
2025 Q2	$787K	Buy	32,132 +65	+0.2%	+$1.58K	0.01%	1047
2025 Q1	$789K	Sell	32,067 -4,986	-13%	-$125K	0.01%	932
2024 Q4	$930K	Buy	37,053 +23,897	+182%	+$605K	0.01%	848
2024 Q3	$337K	Buy	13,156 +22	+0.2%	+$560	﹤0.01%	1264
2024 Q2	$331K	Buy	13,134 +22	+0.2%	+$555	﹤0.01%	1263
2024 Q1	$335K	Buy	13,112 +994	+8%	+$25.6K	﹤0.01%	1258
2023 Q4	$316K	Buy	+12,118	New	+$299K	0.01%	1235

Other funds holding BSMW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

CIM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Wealth Concepts's BSMW Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 6.1% in Q1 2026, buying an estimated $38.9K and bringing the position to 26,648 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #1372.

Integrated Wealth Concepts first reported a position in BSMW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.23M in Q3 2025. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

Integrated Wealth Concepts held 26,648 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $662K as of Q1 2026.
Integrated Wealth Concepts bought 1,540 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $38.9K.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1372 holding.
Integrated Wealth Concepts first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $1.23M in Q3 2025.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.