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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 (BSJT) shares owned by Segment Wealth Management from 13F filings

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

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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
2024-09-30 $309k 14k 21.86
2024-06-30 $283k 14k 20.96
2024-03-31 $286k 14k 21.18

More positions owned by Segment Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Berkshire Hathaway Inc Del Cl A (BRK.A)
S&p Global (SPGI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Wal-Mart Stores (WMT)
Cintas Corporation (CTAS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Asml Holding N V N Y Registry Shs (ASML)
Intuit (INTU)
Home Depot (HD)

View all positions for Segment Wealth Management

Top funds holding Invesco Exch Trd Slf Idx

LPL Financial
Legacy Financial Group
Envestnet Asset Management
Mercer Global Advisors
Equitable Holdings
SFE Investment Counsel
Morgan Stanley
Howard Wealth Management
MONECO Advisors
Jane Street
Old Mission Capital
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Raymond James & Associates
Financial Advisory Corp
Royal Bank of Canada

View all funds holding Invesco Exch Trd Slf Idx