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Invesco Exch Trd Slf Idx Fd bulshs 2027 muni shares owned by Francis Financial

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

Historical chart of Francis Financial 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 Francis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exch Trd Slf Idx Fd bulshs 2027 muni by Francis Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 8.6k 23.67
2025-09-30 $203k 8.6k 23.66

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust International (DFSI)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Meta Platforms Cl A (META)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Esg Msci Kld 400 (DSI)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Francis Financial

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

Wells Fargo & Company
LPL Financial
Invesco
Key FInancial
Confluence Investment Management
Summit Financial
Hills Bank And Trust Company
Union Bankshares
VestGen Advisors
UBS Group
Nelson, Van Denburg & Campbell Wealth Management
Sanctuary Advisors
Central Valley Advisors
Goss Wealth Management
Raymond James Financial

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