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Invesco Bulletshares 2024 Mu buls shares owned by Confluence Investment Management

Quarter-by-quarter ownership of Invesco Bulletshares 2024 Mu buls (BSMO) shares owned by Confluence Investment Management from 13F filings

Historical chart of Confluence Investment Management investment in Invesco Bulletshares 2024 Mu buls

Tip: Access up to 7 years of quarterly data

All positions including Invesco Bulletshares 2024 Mu buls held by Confluence Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Bulletshares 2024 Mu buls by Confluence Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.4M 261k 24.64
2023-06-30 $5.6M 226k 24.77
2023-03-31 $5.8M 231k 24.90
2022-12-31 $5.7M 229k 24.75

More positions owned by Confluence Investment Management

Progressive Corporation (PGR)
Pepsi (PEP)
Microsoft Corporation (MSFT)
Snap-on Incorporated (SNA)
Linde (LIN)
Fastenal Company (FAST)
Paychex (PAYX)
Chubb (CB)
Lockheed Martin Corporation (LMT)
Broadridge Financial Solutions (BR)
Chevron Corporation (CVX)
Analog Devices (ADI)
Diageo (DEO)
Home Depot (HD)
Nestle SA Reg Shs. Ser. B Spons (NSRGY)

View all positions for Confluence Investment Management

Top funds holding Invesco Bulletshares 2024 Mu buls

Jane Street
Wells Fargo & Company
Lido Advisors
LPL Financial
Bank of America Corporation
OneAscent Financial Services
Bank Of Montreal
Commonwealth Equity Services
UBS Group
Integrated Wealth Concepts
Morgan Stanley
Advisor Group Holdings
Envestnet Asset Management
Goss Wealth Management
Asset Dedication

View all funds holding Invesco Bulletshares 2024 Mu buls