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Invesco Exchng Trad Slf Inde shares owned by Ledgewood Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchng Trad Slf Inde (BSCW) shares owned by Ledgewood Wealth Advisors from 13F filings

Historical chart of Ledgewood Wealth Advisors investment in Invesco Exchng Trad Slf Inde

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Trad Slf Inde held by Ledgewood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Trad Slf Inde by Ledgewood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 170k 20.88
2025-06-30 $2.5M 123k 20.60
2025-03-31 $2.1M 105k 20.37
2024-12-31 $1.4M 69k 20.11
2024-09-30 $264k 13k 20.97

More positions owned by Ledgewood Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Middlesex Water Company (MSEX)
Provident Financial Services (PFS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)

View all positions for Ledgewood Wealth Advisors

Top funds holding Invesco Exchng Trad Slf Inde

Aptus Capital Advisors
Morgan Stanley
Raymond James Financial
LPL Financial
Wells Fargo & Company
Union Bankshares
Motley Fool Wealth Management
Sterling Financial Group
Invesco
Baird Financial
Hengehold Capital Management
UBS Group
Vishria Bird Financial Group
Foronjy Financial
Gill Capital Partners

View all funds holding Invesco Exchng Trad Slf Inde