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Invesco Exch Trd Slf Idx shares owned by Meriwether Wealth & Planning

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx (BSJS) shares owned by Meriwether Wealth & Planning from 13F filings

Historical chart of Meriwether Wealth & Planning investment in Invesco Exch Trd Slf Idx

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All positions including Invesco Exch Trd Slf Idx held by Meriwether Wealth & Planning 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 Meriwether Wealth & Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $511k 23k 22.08
2025-06-30 $507k 23k 22.05
2025-03-31 $479k 22k 21.64
2024-12-31 $251k 12k 21.68

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Microsoft Corporation (MSFT)
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View all positions for Meriwether Wealth & Planning

Top funds holding Invesco Exch Trd Slf Idx

LPL Financial
Wells Fargo & Company
Raymond James Financial
Morgan Stanley
Cetera Investment Advisers
Captrust Financial Advisors
TCG Advisory Services
Mercer Global Advisors
UBS Group
SFE Investment Counsel
Equitable Holdings
Steward Partners Investment Advisory
Advisory Alpha
Royal Bank of Canada
Advisor Group Holdings

View all funds holding Invesco Exch Trd Slf Idx