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Invesco Bulletshares 2025 Mu buls shares owned by Heritage Trust

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

Historical chart of Heritage Trust 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 Heritage Trust 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 Heritage Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $268k 11k 24.51
2024-06-30 $238k 9.8k 24.29
2024-03-31 $253k 10k 24.34
2023-12-31 $255k 10k 24.54

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Top funds holding Invesco Bulletshares 2025 Mu buls

Wells Fargo & Company
LPL Financial
Bank of America Corporation
Envestnet Asset Management
CWM
Commonwealth Equity Services
Morgan Stanley
UBS Group
Union Bankshares
Invesco
Confluence Investment Management
OneAscent Financial Services
Integrated Wealth Concepts
Pnc Financial Services
Advisor Group Holdings

View all funds holding Invesco Bulletshares 2025 Mu buls