Addison Advisors »

Invesco Exch Trd Slf Idx Fd bulshs 2027 muni shares owned by Addison Advisors

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx Fd bulshs 2027 muni (BSMR) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in Invesco Exch Trd Slf Idx Fd bulshs 2027 muni

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch Trd Slf Idx Fd bulshs 2027 muni held by Addison Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exch Trd Slf Idx Fd bulshs 2027 muni by Addison Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $275k 12k 23.90
2023-09-30 $256k 11k 22.89
2023-06-30 $261k 11k 23.60

More positions owned by Addison Advisors

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

View all positions for Addison Advisors

Top funds holding Invesco Exch Trd Slf Idx Fd bulshs 2027 muni

Key FInancial
Wells Fargo & Company
Commonwealth Equity Services
Union Bankshares
Raymond James & Associates
UBS Group
Sterling Financial Group
Bank of America Corporation
Asset Dedication
Garrett Investment Advisors
Colony
Jane Street
Fortress Wealth Management
Precedent Wealth Partners
Astoria Portfolio Advisors

View all funds holding Invesco Exch Trd Slf Idx Fd bulshs 2027 muni