Invesco Exch Trd Slf Idx Fd bulshs 2027 muni shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx Fd bulshs 2027 muni (BSMR) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Invesco Exch Trd Slf Idx Fd bulshs 2027 muni
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Quarterly reported holdings in Invesco Exch Trd Slf Idx Fd bulshs 2027 muni by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $292k | 12k | 23.70 |
| 2024-06-30 | $259k | 11k | 23.48 |
| 2024-03-31 | $261k | 11k | 23.66 |
| 2023-12-31 | $468k | 20k | 23.90 |
| 2023-09-30 | $448k | 20k | 22.89 |
| 2023-06-30 | $441k | 19k | 23.60 |
| 2022-06-30 | $193k | 8.1k | 23.70 |
| 2022-03-31 | $192k | 7.9k | 24.23 |
| 2021-12-31 | $140k | 5.4k | 25.80 |
| 2021-09-30 | $140k | 5.4k | 25.80 |
| 2021-06-30 | $141k | 5.4k | 25.98 |
| 2021-03-31 | $138k | 5.4k | 25.43 |
| 2020-12-31 | $140k | 5.4k | 25.80 |
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