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Invesco Bulletshares 2025 Mu buls shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 332k 24.49
2024-06-30 $8.2M 337k 24.29
2024-03-31 $8.1M 334k 24.34
2023-12-31 $8.1M 330k 24.54
2023-09-30 $7.9M 328k 24.00
2023-06-30 $7.8M 320k 24.35
2023-03-31 $7.7M 312k 24.54
2022-12-31 $6.1M 251k 24.32
2022-09-30 $409k 17k 23.82
2022-06-30 $99k 4.0k 24.54

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Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

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