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Invesco Exch Trd Slf Idx Fd bulshs 2027 muni shares owned by Heritage Trust

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

Historical chart of Heritage Trust investment in Invesco Exch Trd Slf Idx Fd bulshs 2027 muni

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All positions including Invesco Exch Trd Slf Idx Fd bulshs 2027 muni held by Heritage Trust 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 Heritage Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $429k 18k 23.66
2025-06-30 $379k 16k 23.47
2025-03-31 $400k 17k 23.55
2024-12-31 $256k 11k 23.60

More positions owned by Heritage Trust

Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Johnson & Johnson Common Stock (JNJ)
SPDR S&P 500 Etf-equity (SPY)
Vanguard Etf-equity (VEA)
Alphabet Common Stock (GOOG)
Abbvie Common Stock (ABBV)
Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Oracle Corp Common Stock (ORCL)
Walmart Common Stock (WMT)
Qualcomm Common Stock (QCOM)
Invesco Etf-equity (RSP)
Home Depot Common Stock (HD)
Visa Common Stock (V)

View all positions for Heritage Trust

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

Morgan Stanley
Wells Fargo & Company
LPL Financial
Union Bankshares
Invesco
Key FInancial
Commonwealth Equity Services
Confluence Investment Management
Summit Financial
VestGen Advisors
Central Valley Advisors
Raymond James Financial
Goss Wealth Management
UBS Group
Nelson, Van Denburg & Campbell Wealth Management

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