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

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

Historical chart of Legacy Private 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 Legacy Private 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $421k 18k 23.42
2025-06-30 $257k 11k 23.23
2023-09-30 $485k 22k 22.53
2023-06-30 $503k 22k 23.37
2023-03-31 $783k 33k 23.66

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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