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Invesco Exch Trd Slf Idx Fd bulshs 2028 muni shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial 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 2028 muni by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $272k 11k 23.76
2023-09-30 $252k 11k 22.53
2023-06-30 $230k 9.8k 23.37
2022-06-30 $130k 5.6k 23.28
2021-12-31 $141k 5.4k 26.27
2021-09-30 $140k 5.4k 26.08
2021-06-30 $141k 5.4k 26.27
2021-03-31 $139k 5.4k 25.89
2020-12-31 $91k 3.5k 26.30

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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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

Commonwealth Equity Services
Sterling Financial Group
Wells Fargo & Company
Garrett Investment Advisors
Key FInancial
Colony
Raymond James & Associates
Asset Dedication
Bank of America Corporation
Precedent Wealth Partners
Advisor Group Holdings
Hobbs Group Advisors
UBS Group
Savant Capital Management
Venture Visionary Partners

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