A. Montag and Associates »

Invesco Exch Trd Slf Idx Fd invsco blsh 28 shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx Fd invsco blsh 28 (BSCS) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Invesco Exch Trd Slf Idx Fd invsco blsh 28

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch Trd Slf Idx Fd invsco blsh 28 held by A. Montag and Associates 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 invsco blsh 28 by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $1000k 49k 20.60
2025-09-30 $871k 42k 20.57
2025-06-30 $258k 13k 20.49
2025-03-31 $126k 6.2k 20.35

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Alphabet Cap Stk Cl A (GOOGL)
Coca-Cola Company (KO)
Wal-Mart Stores (WMT)

View all positions for A. Montag and Associates

Top funds holding Invesco Exch Trd Slf Idx Fd invsco blsh 28

Wells Fargo & Company
LPL Financial
Raymond James Financial
Lido Advisors
TruWealth Advisors
UBS Group
Invesco
Hartland & Co
Hills Bank And Trust Company
Fusion Family Wealth
MAI Wealth Advisors
TLWM
Brookstone Capital Management
Royal Bank of Canada
SNS Financial

View all funds holding Invesco Exch Trd Slf Idx Fd invsco blsh 28