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Invesco Exch Trd Slf Idx shares owned by Segment Wealth Management

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

Historical chart of Segment Wealth Management 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 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 by Segment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $593k 27k 21.66
2023-12-31 $274k 13k 21.66
2023-09-30 $261k 13k 20.59

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

Steward Partners Investment Advisory
SFE Investment Counsel
Wells Fargo & Company
Mercer Global Advisors
TCG Advisory Services
Advisory Alpha
Banta Asset Managment
Raymond James Financial Services Advisors
Jane Street
Royal Bank of Canada
Flow Traders US
Ironwood Wealth Management
Cambridge Investment Research Advisors
Raymond James & Associates
MONECO Advisors

View all funds holding Invesco Exch Trd Slf Idx