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Invesco Bulletshares 2025 Mu buls shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $369k 15k 24.54
2025-03-31 $521k 21k 24.48
2024-12-31 $522k 21k 24.51

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Top funds holding Invesco Bulletshares 2025 Mu buls

Wells Fargo & Company
LPL Financial
Invesco
CWM
Morgan Stanley
Union Bankshares
Advisor Group Holdings
Envestnet Asset Management
Integrated Wealth Concepts
OneAscent Financial Services
Goss Wealth Management
UBS Group
Raymond James Financial
Key FInancial
Asset Dedication

View all funds holding Invesco Bulletshares 2025 Mu buls