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Invesco Bulletshares 2026 Mu buls shares owned by Addison Advisors

Quarter-by-quarter ownership of Invesco Bulletshares 2026 Mu buls (BSMQ) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in Invesco Bulletshares 2026 Mu buls

Tip: Access up to 7 years of quarterly data

All positions including Invesco Bulletshares 2026 Mu buls held by Addison Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Bulletshares 2026 Mu buls by Addison Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $359k 15k 23.57
2024-09-30 $348k 15k 23.74
2024-06-30 $271k 12k 23.50
2024-03-31 $271k 12k 23.57
2023-12-31 $259k 11k 23.76
2023-09-30 $265k 12k 22.99
2023-06-30 $227k 9.7k 23.51

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Us Sml Cap Eqt (SMLF)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)

View all positions for Addison Advisors

Top funds holding Invesco Bulletshares 2026 Mu buls

Wells Fargo & Company
Morgan Stanley
LPL Financial
Commonwealth Equity Services
Branch Banking & Trust Company
Invesco
Bank of America Corporation
Confluence Investment Management
Envestnet Asset Management
UBS Group
Raymond James Financial
Union Bankshares
OneAscent Financial Services
Goss Wealth Management
Asset Dedication

View all funds holding Invesco Bulletshares 2026 Mu buls