Invesco Exch Trd Slf Idx Fd bulshs 2028 muni shares owned by Confluence Investment Management
Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx Fd bulshs 2028 muni (BSMS) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in Invesco Exch Trd Slf Idx Fd bulshs 2028 muni
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All positions including Invesco Exch Trd Slf Idx Fd bulshs 2028 muni held by Confluence Investment Management 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 2028 muni by Confluence Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.4M | 270k | 23.58 |
| 2024-06-30 | $6.7M | 286k | 23.23 |
| 2024-03-31 | $6.8M | 288k | 23.48 |
| 2023-12-31 | $6.9M | 289k | 23.76 |
| 2023-09-30 | $6.6M | 292k | 22.53 |
| 2023-06-30 | $6.9M | 294k | 23.37 |
| 2023-03-31 | $7.1M | 302k | 23.66 |
| 2022-12-31 | $6.9M | 299k | 23.23 |
More positions owned by Confluence Investment Management
Home Depot (HD)
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