Integrated Wealth Concepts’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$75K	Buy	+2,927	New	+$74.4K	﹤0.01%	3038

Other funds holding BSMZ

CIM

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) in Q2 2026: 2,927 shares worth $75K. The stake represents ﹤0.01% of the portfolio and ranks #3038 among its holdings.

36 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

Integrated Wealth Concepts held 2,927 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $75K as of Q2 2026.
Invesco BulletShares 2035 Municipal Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3038 holding.
36 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

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