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Invesco Exch Trd Slf Idx Fd Tr etfbd shares owned by Meriwether Wealth & Planning

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx Fd Tr etfbd (BSCQ) shares owned by Meriwether Wealth & Planning from 13F filings

Historical chart of Meriwether Wealth & Planning investment in Invesco Exch Trd Slf Idx Fd Tr etfbd

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch Trd Slf Idx Fd Tr etfbd held by Meriwether Wealth & Planning 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 Tr etfbd by Meriwether Wealth & Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 297k 19.56
2025-06-30 $5.6M 288k 19.52
2025-03-31 $5.5M 280k 19.48

More positions owned by Meriwether Wealth & Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
JPMorgan Chase & Co. (JPM)
Exxon Mobil Corporation (XOM)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
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Spdr Series Trust Portfli High Yld (SPHY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Meriwether Wealth & Planning

Top funds holding Invesco Exch Trd Slf Idx Fd Tr etfbd

Lido Advisors
UBS Group
LPL Financial
Wells Fargo & Company
Morgan Stanley
Raymond James Financial
Invesco
Hills Bank And Trust Company
MAI Wealth Advisors
Mml Investors Services
Ameriprise Financial
Advisor Group Holdings
Fusion Family Wealth
SNS Financial
Stifel Financial

View all funds holding Invesco Exch Trd Slf Idx Fd Tr etfbd