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Invesco Exch Trd Slf Idx shares owned by A. Montag and Associates

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

Historical chart of A. Montag and Associates investment in Invesco Exch Trd Slf Idx

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All positions including Invesco Exch Trd Slf Idx held by A. Montag and Associates 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 A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $54k 2.6k 21.02
2025-06-30 $54k 2.6k 20.75
2025-03-31 $53k 2.6k 20.48

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)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding Invesco Exch Trd Slf Idx

Raymond James Financial
LPL Financial
Invesco
Wells Fargo & Company
Cookson, Peirce & Co
Morgan Stanley
BCS Wealth Management
Equitable Holdings
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Gill Capital Partners
Clark Asset Management
Ledgewood Wealth Advisors
Addison Advisors
Stephens

View all funds holding Invesco Exch Trd Slf Idx