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Invesco Bulletshares 2025 Mu buls shares owned by Claro Advisors

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

Historical chart of Claro 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 Claro 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 Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 8.9k 24.49
2024-06-30 $215k 8.9k 24.29
2024-03-31 $216k 8.9k 24.34
2023-12-31 $303k 12k 24.54
2023-09-30 $394k 16k 24.00
2023-06-30 $351k 14k 24.35
2023-03-31 $593k 24k 24.54
2022-12-31 $661k 27k 24.32
2022-09-30 $569k 23k 24.53
2022-06-30 $569k 23k 24.53

More positions owned by Claro Advisors

Klaviyo Com Ser A (KVYO)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Total Usd (IUSB)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)

View all positions for Claro 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