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Invesco Bulletshares 2025 Mu buls shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 66k 24.51
2024-09-30 $1.6M 64k 24.49
2024-06-30 $1.3M 53k 24.29
2024-03-31 $1.1M 45k 24.34
2023-12-31 $843k 34k 24.54

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Precedent Wealth Partners

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