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Invesco Exch Trd Slf Idx shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital 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 Gradient Capital 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $208k 9.4k 22.12
2023-12-31 $210k 9.4k 22.42
2023-06-30 $206k 9.4k 21.97
2023-03-31 $209k 9.4k 22.23
2022-12-31 $203k 9.4k 21.67

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View all positions for Gradient Capital Advisors

Top funds holding Invesco Exch Trd Slf Idx

Wells Fargo & Company
Envision Financial Planning
AE Wealth Management
Legacy Private Trust
Pineridge Advisors
Key FInancial
Union Bankshares
Garrett Investment Advisors
Bank of America Corporation
Kestra Advisory Services
Precedent Wealth Partners
Royal Bank of Canada
Jane Street
Sterling Financial Group
Commonwealth Equity Services

View all funds holding Invesco Exch Trd Slf Idx