Integrated Wealth Concepts LLC Invesco Exchange Self Ind Tr Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 71,249 shares of BSMU stock, worth $1.57 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

71,249

Previous 47,264 50.75%

Holding current value

$1.57 Million

Previous $1.02 Million 53.64%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$21.43 - $22.06 $513,998 - $529,109	23,985 Added 50.75%	71,249 $1.56 Million
Q2 2025 Aug 14, 2025	BUY	$20.97 - $21.71 $206,407 - $213,691	9,843 Added 26.3%	47,264 $1.02 Million
Q1 2025 May 15, 2025	SELL	$21.49 - $22.03 $167,858 - $172,076	-7,811 Reduced 17.27%	37,421 $807,000
Q4 2024 Feb 14, 2025	BUY	$21.63 - $22.25 $598,740 - $615,902	27,681 Added 157.72%	45,232 $982,000
Q3 2024 Nov 14, 2024	BUY	$21.72 - $22.21 $24,391 - $24,941	1,123 Added 6.84%	17,551 $388,000

Q2 2024 Aug 14, 2024	BUY	$21.53 - $22.05 $452 - $463	21 Added 0.13%	16,428 $357,000
Q1 2024 May 15, 2024	BUY	$22.1 - $22.43 $25,194 - $25,570	1,140 Added 7.47%	16,407 $362,000
Q4 2023 Feb 13, 2024	BUY	$20.62 - $22.45 $314,805 - $342,744	15,267 New	15,267 $342,000

Others Institutions Holding BSMU

# of Institutions

Shares Held

6.03M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE SELF-IND TR

Ticker BSMU
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Integrated Wealth Concepts LLC Invesco Exchange Self Ind Tr Transaction History