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

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

Historical chart of Legacy Private Trust 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 Legacy Private 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $482k 20k 23.66
2025-06-30 $262k 11k 23.47

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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