Integrated Wealth Concepts LLC
Position in BSMU — Invesco BulletShares 2030 Municipal Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in BSMU
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BSMU | $1,053,895 | 48,315 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BSMU | $1,047,046 | 47,539 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 BSMU | $1,561,778 | 71,249 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BSMU | $1,016,176 | 47,264 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BSMU | $807,545 | 37,421 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BSMU | $982,439 | 45,232 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BSMU | $388,754 | 17,551 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BSMU | $357,670 | 16,428 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 BSMU | $362,922 | 16,407 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BSMU | $342,286 | 15,267 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||