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Invesco Exch Trd Slf Idx shares owned by Addison Advisors

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx (BSMU) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in Invesco Exch Trd Slf Idx

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch Trd Slf Idx held by Addison 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 by Addison Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $645k 29k 22.15
2024-06-30 $529k 24k 21.77
2024-03-31 $543k 25k 22.12
2023-12-31 $351k 16k 22.42
2023-09-30 $348k 17k 20.89
2023-06-30 $311k 14k 21.97

More positions owned by Addison Advisors

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Ishares Tr Us Sml Cap Eqt (SMLF)

View all positions for Addison Advisors

Top funds holding Invesco Exch Trd Slf Idx

Wells Fargo & Company
LPL Financial
Confluence Investment Management
Bank of America Corporation
Envision Financial Planning
Invesco
Insight Wealth Partners
Key FInancial
Union Bankshares
Pineridge Advisors
Legacy Private Trust
Kestra Advisory Services
AE Wealth Management
Precedent Wealth Partners
HighTower Advisors

View all funds holding Invesco Exch Trd Slf Idx