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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

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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
2024-03-31 $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)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Precedent Wealth Partners

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