Back to IW Integrated Wealth Concepts LLC

BSMUBSMU
11 quarters

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

Yes. Integrated Wealth Concepts holds 62,608 shares of BSMU, worth $1.4M, as of its Q2 2026 13F filing. It increased the position by 14,293 shares (+29.6%) from Q1 2026. Integrated Wealth Concepts has held BSMU since Q4 2023, across 11 quarterly 13F filings.

Current Value

$1.4M

Current Shares

62,608

Total Value Change

+$1M

Total Shares Change

+47,341

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
62,608
+29.6%
$1.4M0.0%$21.70
32
2026-Q1
Increased
48,315
+1.6%
$1.1M0.0%$21.44
25
2025-Q4
Decreased
47,539
-33.3%
$1M0.0%$21.51
0
2025-Q3
Increased
71,249
+50.8%
$1.6M0.0%$21.26
36
2025-Q2
Increased
47,264
+26.3%
$1M0.0%$20.70
31
2025-Q1
Decreased
37,421
-17.3%
$807,5460.0%$20.62
0
2024-Q4
Increased
45,232
+157.7%
$982,4430.0%$20.61
40
2024-Q3
Increased
17,551
+6.8%
$388,7460.0%$20.86
25
2024-Q2
Increased
16,428
+0.1%
$357,6760.0%$20.36
24
2024-Q1
Increased
16,407
+7.5%
$362,9190.0%$20.53
25
2023-Q4
New
15,267
-
$342,2870.0%$20.67
33

Other major holders of BSMU: WELLS FARGO & COMPANY/MN, LPL Financial LLC

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