Integrated Wealth Concepts LLC Invesco ETF Self Indexed Fd Tr Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 59,146 shares of BSMV stock, worth $1.25 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

59,146

Previous 38,548 53.43%

Holding current value

$1.25 Million

Previous $794,000 56.42%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$20.52 - $21.16 $422,670 - $435,853	20,598 Added 53.43%	59,146 $1.24 Million
Q2 2025 Aug 14, 2025	BUY	$20.08 - $20.98 $1,445 - $1,510	72 Added 0.19%	38,548 $794,000
Q1 2025 May 15, 2025	SELL	$20.57 - $21.12 $158,676 - $162,919	-7,714 Reduced 16.7%	38,476 $797,000
Q4 2024 Feb 14, 2025	BUY	$20.78 - $21.38 $597,341 - $614,589	28,746 Added 164.79%	46,190 $966,000
Q3 2024 Nov 14, 2024	BUY	$20.92 - $21.41 $502 - $513	24 Added 0.14%	17,444 $371,000

Q2 2024 Aug 14, 2024	BUY	$20.7 - $21.24 $2,794 - $2,867	135 Added 0.78%	17,420 $365,000
Q1 2024 May 15, 2024	BUY	$21.24 - $21.67 $25,169 - $25,678	1,185 Added 7.36%	17,285 $368,000
Q4 2023 Feb 13, 2024	BUY	$19.7 - $21.68 $317,170 - $349,048	16,100 New	16,100 $348,000

Others Institutions Holding BSMV

# of Institutions

Shares Held

4.38M

Call Options Held

Put Options Held

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About INVESCO ETF SELF-INDEXED FD TR

Ticker BSMV
Sector ETFs
Industry ETFs

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Integrated Wealth Concepts LLC Invesco ETF Self Indexed Fd Tr Transaction History