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Invesco Exch Trd Slf Idx Fd bulshs 2027 muni shares owned by Thomas J. Herzfeld Advisors

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

Historical chart of Thomas J. Herzfeld 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 Thomas J. Herzfeld Advisors 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 Thomas J. Herzfeld Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 96k 23.65

More positions owned by Thomas J. Herzfeld Advisors

FS Specialty Lending Fund Com Sh Ben Int (FSSL)
PIMCO Dynamic Income Strategy Fund Com Sh Ben Int (PDX)
Fs Global Cr Opportunitie Fda (FSCO)
Highland Floating Rate Opportunities Fund Shs Ben Int (HFRO)
Herzfeld Caribbean Basin (HERZ)
ProShares TR Shrt High Yield (SJB)
Guggenheim Strategic Opp Fund Com Sbi (GOF)
Saba Capital Income & Opport Shs New (BRW)
ProShares UltraShort S&P500 Ultrashrt S&p500 (SDS)
ASA Gold and Precious Metals SHS (ASA)
Saba Capital Income & Opportun (SABA)
PIMCO Access Income Fund Shs Benfin Int (PAXS)
Bluerock Pvt Real Estate (BPRE)
Duff & Phelps Global (DPG)
Simplify Exchange Traded Fun Simplify Interst (PFIX)

View all positions for Thomas J. Herzfeld Advisors

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

Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Invesco
Financial Solutions Advisory Group
Key FInancial
UBS Group
HighTower Advisors
Hills Bank And Trust Company
Summit Financial
Union Bankshares
Goss Wealth Management
Raymond James Financial
Integrated Wealth Concepts

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