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Invesco Exch Trd Slf Idx Fd buletshs 2027 shares owned by Segment Wealth Management

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx Fd buletshs 2027 (BSJR) shares owned by Segment Wealth Management from 13F filings

Historical chart of Segment Wealth Management investment in Invesco Exch Trd Slf Idx Fd buletshs 2027

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch Trd Slf Idx Fd buletshs 2027 held by Segment Wealth Management 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 buletshs 2027 by Segment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 47k 22.25
2023-12-31 $670k 30k 22.37
2023-09-30 $495k 23k 21.41
2023-06-30 $355k 16k 21.64
2023-03-31 $369k 17k 21.84
2022-12-31 $332k 16k 21.38

More positions owned by Segment Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
S&p Global (SPGI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Asml Holding N V N Y Registry Shs (ASML)
Exxon Mobil Corporation (XOM)
Intuit (INTU)
Novo-nordisk A S Adr (NVO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Stryker Corporation (SYK)

View all positions for Segment Wealth Management

Top funds holding Invesco Exch Trd Slf Idx Fd buletshs 2027

Jane Street
SFE Investment Counsel
Royal Bank of Canada
Ironwood Wealth Management
Mercer Global Advisors
Banta Asset Managment
GPM Growth Investors
Advisory Alpha
Wells Fargo & Company
Financial Advisory Corp
Paradiem
Flow Traders US
TrueNorth
S.E.E.D. Planning Group
Prospera Financial Services

View all funds holding Invesco Exch Trd Slf Idx Fd buletshs 2027