Invesco Exch Trd Slf Idx Fd bulshs 2027 muni shares owned by Wingate Wealth Advisors
Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx Fd bulshs 2027 muni (BSMR) shares owned by Wingate Wealth Advisors
from 13F filings
Historical chart of Wingate Wealth Advisors 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 Wingate Wealth 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 Wingate Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $358k | 15k | 23.66 |
| 2025-06-30 | $352k | 15k | 23.47 |
| 2025-03-31 | $351k | 15k | 23.55 |
| 2024-12-31 | $201k | 8.5k | 23.60 |
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