Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Levy Wealth Management Group »

Invesco Bulletshares 2025 Mu buls shares owned by Levy Wealth Management Group

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

Historical chart of Levy Wealth Management Group 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 Levy Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Invesco Bulletshares 2025 Mu buls by Levy Wealth Management Group

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$303k	12k	24.54
2023-12-31	$303k	12k	24.54
2023-09-30	$296k	12k	24.01
2023-06-30	$301k	12k	24.35
2023-03-31	$303k	12k	24.54

More positions owned by Levy Wealth Management Group

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Vanguard Specialized Funds Div App Etf (VIG)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

Spdr Ser Tr Portfolio Agrgte (SPAB)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Apple (AAPL)

J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

Ishares Tr Russell 3000 Etf (IWV)

Spdr Ser Tr Portfolio S&p400 (SPMD)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Microsoft Corporation (MSFT)

View all positions for Levy Wealth Management Group

Top funds holding Invesco Bulletshares 2025 Mu buls

Wells Fargo & Company

CWM

Commonwealth Equity Services

Bank of America Corporation

UBS Group

OneAscent Financial Services

Raymond James & Associates

Advisor Group Holdings

Union Bankshares

Asset Dedication

Resonant Capital Advisors

Leo Wealth

Carnegie Capital Asset Management

Garrett Investment Advisors

Key FInancial

View all funds holding Invesco Bulletshares 2025 Mu buls

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z