Integrated Wealth Concepts LLC
Position in BSMS — Invesco BulletShares 2028 Municipal Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in BSMS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BSMS | $3,650,251 | 156,027 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BSMS | $3,322,500 | 141,383 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 BSMS | $2,766,131 | 118,135 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BSMS | $2,253,217 | 96,996 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BSMS | $1,710,848 | 73,823 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BSMS | $1,438,901 | 61,676 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BSMS | $845,413 | 35,853 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BSMS | $751,815 | 32,364 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 BSMS | $932,860 | 39,730 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BSMS | $946,399 | 39,840 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 BSMS | $767,044 | 34,047 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 BSMS | $884,250 | 37,837 | Shares | Other | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||