MAI Wealth Advisors »

Invesco Bulletshares 2025 Mu buls shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Bulletshares 2025 Mu buls by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $63k 2.6k 24.52
2025-06-30 $62k 2.5k 24.54
2025-03-31 $62k 2.5k 24.48
2024-12-31 $39k 1.6k 24.51

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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