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Invesco Bulletshares 2026 Mu buls shares owned by Heritage Trust

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

Historical chart of Heritage Trust 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 Heritage Trust 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 Heritage Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $407k 17k 23.57
2024-06-30 $274k 12k 23.50
2024-03-31 $257k 11k 23.57
2023-12-31 $250k 11k 23.76

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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