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Invesco Bulletshares 2025 Mu buls shares owned by Addison Advisors

Quarter-by-quarter ownership of Invesco Bulletshares 2025 Mu buls (BSMP) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in Invesco Bulletshares 2025 Mu buls

Tip: Access up to 7 years of quarterly data

All positions including Invesco Bulletshares 2025 Mu buls held by Addison Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Bulletshares 2025 Mu buls by Addison Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $249k 10k 24.49
2024-06-30 $201k 8.3k 24.29
2024-03-31 $222k 9.1k 24.34
2023-12-31 $202k 8.3k 24.54
2023-09-30 $221k 9.2k 24.01
2023-06-30 $175k 7.2k 24.35

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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Intl Qualty (IQLT)
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Ishares Tr Us Sml Cap Eqt (SMLF)

View all positions for Addison Advisors

Top funds holding Invesco Bulletshares 2025 Mu buls

Wells Fargo & Company
LPL Financial
CWM
Bank of America Corporation
Commonwealth Equity Services
Morgan Stanley
Invesco
Confluence Investment Management
Envestnet Asset Management
Union Bankshares
Integrated Wealth Concepts
Advisor Group Holdings
Goss Wealth Management
Northwestern Mutual Wealth Management Company
Raymond James & Associates

View all funds holding Invesco Bulletshares 2025 Mu buls