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Invesco Exch Trd Slf Idx Fd bulshs 2029 muni shares owned by Rise Advisors

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx Fd bulshs 2029 muni (BSMT) shares owned by Rise Advisors from 13F filings

Historical chart of Rise Advisors investment in Invesco Exch Trd Slf Idx Fd bulshs 2029 muni

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch Trd Slf Idx Fd bulshs 2029 muni held by Rise 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 2029 muni by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0k 216 23.24
2023-12-31 $5.1k 216 23.50
2023-09-30 $4.8k 216 22.12
2023-06-30 $5.0k 216 22.98

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
Paypal Hldgs 0 (PYPL)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Amazon 0 (AMZN)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise Advisors

Top funds holding Invesco Exch Trd Slf Idx Fd bulshs 2029 muni

Wells Fargo & Company
Hills Bank And Trust Company
Jane Street
Morgan Stanley
Key FInancial
Bank of America Corporation
LPL Financial
Union Bankshares
Garrett Investment Advisors
Kestra Advisory Services
Precedent Wealth Partners
UBS Group
Nelson, Van Denburg & Campbell Wealth Management
Envestnet Asset Management
Commonwealth Equity Services

View all funds holding Invesco Exch Trd Slf Idx Fd bulshs 2029 muni