Confluence Investment Management »

Invesco Exch Trd Slf Idx Fd bulshs 2028 muni shares owned by Confluence Investment Management

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx Fd bulshs 2028 muni (BSMS) shares owned by Confluence Investment Management from 13F filings

Historical chart of Confluence Investment Management investment in Invesco Exch Trd Slf Idx Fd bulshs 2028 muni

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch Trd Slf Idx Fd bulshs 2028 muni held by Confluence Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exch Trd Slf Idx Fd bulshs 2028 muni by Confluence Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.6M 292k 22.53
2023-06-30 $6.9M 294k 23.37
2023-03-31 $7.1M 302k 23.66
2022-12-31 $6.9M 299k 23.23

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 Exch Trd Slf Idx Fd bulshs 2028 muni

Morgan Stanley
Wells Fargo & Company
LPL Financial
Commonwealth Equity Services
Key FInancial
Goss Wealth Management
Sterling Financial Group
Jane Street
Colony
Bank of America Corporation
Envestnet Asset Management
Garrett Investment Advisors
Raymond James & Associates
Asset Dedication
Precedent Wealth Partners

View all funds holding Invesco Exch Trd Slf Idx Fd bulshs 2028 muni