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Invesco Exch Trd Slf Idx Fd bulshs 2028 muni shares owned by Heritage Trust

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx Fd bulshs 2028 muni (BSMS) shares owned by Heritage Trust from 13F filings

Historical chart of Heritage Trust investment in Invesco Exch Trd Slf Idx Fd bulshs 2028 muni

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch Trd Slf Idx Fd bulshs 2028 muni held by Heritage Trust 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 Heritage Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 14k 23.42
2025-06-30 $259k 11k 23.23
2025-03-31 $239k 10k 23.18

More positions owned by Heritage Trust

Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Johnson & Johnson Common Stock (JNJ)
SPDR S&P 500 Etf-equity (SPY)
Vanguard Etf-equity (VEA)
Alphabet Common Stock (GOOG)
Abbvie Common Stock (ABBV)
Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Oracle Corp Common Stock (ORCL)
Walmart Common Stock (WMT)
Qualcomm Common Stock (QCOM)
Invesco Etf-equity (RSP)
Home Depot Common Stock (HD)
Visa Common Stock (V)

View all positions for Heritage Trust

Top funds holding Invesco Exch Trd Slf Idx Fd bulshs 2028 muni

LPL Financial
Branch Banking & Trust Company
Commonwealth Equity Services
Morgan Stanley
Wells Fargo & Company
Kathmere Capital Management
Invesco
Summit Financial
Central Valley Advisors
Hills Bank And Trust Company
UBS Group
Key FInancial
Goss Wealth Management
Raymond James Financial
Precedent Wealth Partners

View all funds holding Invesco Exch Trd Slf Idx Fd bulshs 2028 muni