Summit Trail Advisors »

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

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

Historical chart of Summit Trail 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 Summit Trail 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $792k 34k 23.67

More positions owned by Summit Trail Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Broadcom (AVGO)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amphenol Corp Cl A (APH)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr 3yrtb Etf (ISHG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Summit Trail Advisors

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