Back to IW Integrated Wealth Concepts LLC

BSMRBSMR
11 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in INVESCO EXCH TRD SLF IDX FD

Yes. Integrated Wealth Concepts holds 200,752 shares of BSMR, worth $4.7M, as of its Q2 2026 13F filing. It increased the position by 4,262 shares (+2.2%) from Q1 2026. Integrated Wealth Concepts has held BSMR since Q4 2023, across 11 quarterly 13F filings.

Current Value

$4.7M

Current Shares

200,752

Total Value Change

+$4.4M

Total Shares Change

+185,490

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
200,752
+2.2%
$4.7M0.0%$23.42
27
2026-Q1
Increased
196,490
+14.1%
$4.6M0.0%$23.28
31
2025-Q4
Increased
172,150
+11.2%
$4.1M0.0%$23.13
30
2025-Q3
Increased
154,783
+16.3%
$3.7M0.0%$22.98
31
2025-Q2
Increased
133,095
+44.4%
$3.1M0.0%$22.63
36
2025-Q1
Increased
92,162
+37.0%
$2.2M0.0%$22.54
34
2024-Q4
Increased
67,298
+61.8%
$1.6M0.0%$22.44
37
2024-Q3
Increased
41,582
+11.3%
$985,4930.0%$22.37
28
2024-Q2
Unchanged
37,371
0.0%
$877,4710.0%$22.01
0
2024-Q1
Increased
37,371
+144.9%
$884,0110.0%$22.02
40
2023-Q4
New
15,262
-
$364,8060.0%$22.10
33

Other major holders of BSMR: MORGAN STANLEY

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