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Invesco Bulletshares 2026 Mu buls shares owned by Thomas J. Herzfeld Advisors

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

Historical chart of Thomas J. Herzfeld Advisors investment in Invesco Bulletshares 2026 Mu buls

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All positions including Invesco Bulletshares 2026 Mu buls held by Thomas J. Herzfeld 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 Thomas J. Herzfeld Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 98k 23.63

More positions owned by Thomas J. Herzfeld Advisors

FS Specialty Lending Fund Com Sh Ben Int (FSSL)
PIMCO Dynamic Income Strategy Fund Com Sh Ben Int (PDX)
Fs Global Cr Opportunitie Fda (FSCO)
Highland Floating Rate Opportunities Fund Shs Ben Int (HFRO)
Herzfeld Caribbean Basin (HERZ)
ProShares TR Shrt High Yield (SJB)
Guggenheim Strategic Opp Fund Com Sbi (GOF)
Saba Capital Income & Opport Shs New (BRW)
ProShares UltraShort S&P500 Ultrashrt S&p500 (SDS)
ASA Gold and Precious Metals SHS (ASA)
Saba Capital Income & Opportun (SABA)
PIMCO Access Income Fund Shs Benfin Int (PAXS)
Bluerock Pvt Real Estate (BPRE)
Duff & Phelps Global (DPG)
Simplify Exchange Traded Fun Simplify Interst (PFIX)

View all positions for Thomas J. Herzfeld Advisors

Top funds holding Invesco Bulletshares 2026 Mu buls

Wells Fargo & Company
Bank of America Corporation
LPL Financial
UBS Group
Invesco
Branch Banking & Trust Company
Morgan Stanley
Advisor Group Holdings
Summit Financial
Envestnet Asset Management
Asset Dedication
Key FInancial
Integrated Wealth Concepts
Goss Wealth Management
Union Bankshares

View all funds holding Invesco Bulletshares 2026 Mu buls