Precedent Wealth Partners »

Invesco Exch Trd Slf Idx Fd bulshs 2028 muni shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 70k 23.58
2024-06-30 $1.4M 59k 23.23
2024-03-31 $1.2M 49k 23.48
2023-12-31 $910k 38k 23.76

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)

View all positions for Precedent Wealth Partners

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

Confluence Investment Management
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Morgan Stanley
Commonwealth Equity Services
Invesco
Key FInancial
Goss Wealth Management
Jane Street
Envestnet Asset Management
Colony
Precedent Wealth Partners
Asset Dedication
Garrett Investment Advisors

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