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Invesco Bulletshares 2026 Mu buls shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $283k 12k 23.56
2025-03-31 $387k 16k 23.61
2024-12-31 $386k 16k 23.57

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Top funds holding Invesco Bulletshares 2026 Mu buls

Wells Fargo & Company
LPL Financial
Morgan Stanley
Invesco
Goldman Sachs Group
Branch Banking & Trust Company
Commonwealth Equity Services
Summit Financial
Advisor Group Holdings
UBS Group
Bank of New York Mellon
Union Bankshares
Integrated Wealth Concepts
Goss Wealth Management
Raymond James Financial

View all funds holding Invesco Bulletshares 2026 Mu buls