Marietta Wealth Management »

Invesco Exch Trd Slf Idx Fd bulshs 2028 muni shares owned by Marietta Wealth Management

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

Historical chart of Marietta Wealth Management 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 Marietta Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exch Trd Slf Idx Fd bulshs 2028 muni by Marietta Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $713k 31k 23.42
2025-06-30 $501k 22k 23.23

More positions owned by Marietta Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p Mcp Etf (IJH)
Goldman Sachs (GS)
Costco Wholesale Corporation (COST)

View all positions for Marietta Wealth Management

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