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Invesco Exch Trd Slf Idx Fd bulshs 2029 muni shares owned by Addison Advisors

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx Fd bulshs 2029 muni (BSMT) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in Invesco Exch Trd Slf Idx Fd bulshs 2029 muni

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch Trd Slf Idx Fd bulshs 2029 muni held by Addison Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exch Trd Slf Idx Fd bulshs 2029 muni by Addison Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $457k 20k 23.24
2023-12-31 $311k 13k 23.50
2023-09-30 $323k 15k 22.12
2023-06-30 $267k 12k 22.98

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Dimensional Etf Trust Us Mktwide Value (DFUV)
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Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Ishares Tr U S Equity Factr (LRGF)

View all positions for Addison Advisors

Top funds holding Invesco Exch Trd Slf Idx Fd bulshs 2029 muni

Wells Fargo & Company
Hills Bank And Trust Company
Jane Street
Morgan Stanley
Key FInancial
Bank of America Corporation
LPL Financial
Union Bankshares
Garrett Investment Advisors
Kestra Advisory Services
Precedent Wealth Partners
UBS Group
Nelson, Van Denburg & Campbell Wealth Management
Envestnet Asset Management
Commonwealth Equity Services

View all funds holding Invesco Exch Trd Slf Idx Fd bulshs 2029 muni