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Invesco Exch Trd Slf Idx shares owned by Monterey Private Wealth

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx (BSCU) shares owned by Monterey Private Wealth from 13F filings

Historical chart of Monterey Private Wealth investment in Invesco Exch Trd Slf Idx

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch Trd Slf Idx held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exch Trd Slf Idx by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $269k 16k 16.59
2024-12-31 $262k 16k 16.37
2024-09-30 $268k 16k 16.95

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Top funds holding Invesco Exch Trd Slf Idx

Aptus Capital Advisors
Lido Advisors
Morgan Stanley
Raymond James Financial
TruWealth Advisors
LPL Financial
Hartland & Co
Invesco
Wells Fargo & Company
Hills Bank And Trust Company
Union Bankshares
Hengehold Capital Management
UBS Group
TLWM
Motley Fool Wealth Management

View all funds holding Invesco Exch Trd Slf Idx