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Invesco Bulletshares 2026 Mu buls shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 212k 23.62

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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