Integrated Wealth Concepts
BSMW icon

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
Q2 		$758K Buy
30,147
+3,499
+13% +$87.6K 0.01% 1395
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 13% in Q2 2026, buying an estimated $87.6K and bringing the position to 30,147 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #1395.

Integrated Wealth Concepts first reported a position in BSMW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q3 2025. 70 funds tracked by Wall St. Rank hold BSMW as of Q2 2026.

  • Integrated Wealth Concepts held 30,147 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $758K as of Q2 2026.
  • Integrated Wealth Concepts bought 3,499 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2026, an estimated $87.6K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1395 holding.
  • Integrated Wealth Concepts first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $1.23M in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2026.

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