IWC
BSMY

Integrated Wealth Concepts’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Integrated Wealth Concepts’s Portfolio BSMY Stock Details BSMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.8K Buy
+2,019
New +$49.5K ﹤0.01% 3365

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q2 2026: 2,019 shares worth $49.8K. The stake represents ﹤0.01% of the portfolio and ranks #3365 among its holdings.

54 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Integrated Wealth Concepts held 2,019 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $49.8K as of Q2 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3365 holding.
  • 54 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

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