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Invesco Exch Trd Slf Idx shares owned by Jacobi Capital Management

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx (BSMV) shares owned by Jacobi Capital Management from 13F filings

Historical chart of Jacobi Capital Management 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 Jacobi Capital Management 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 Jacobi Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $347k 17k 21.01
2025-06-30 $285k 14k 20.62
2025-03-31 $226k 11k 20.73
2024-12-31 $258k 12k 20.93
2024-09-30 $248k 12k 21.30
2024-06-30 $214k 10k 20.96

More positions owned by Jacobi Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Opportunities Trust Applied Fina Val (VSLU)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Jacobi Capital Management

Top funds holding Invesco Exch Trd Slf Idx

LPL Financial
Central Valley Advisors
Precedent Wealth Partners
Union Bankshares
Lido Advisors
Invesco
Nelson, Van Denburg & Campbell Wealth Management
Raymond James Financial
UBS Group
Confluence Investment Management
Hills Bank And Trust Company
Key FInancial
MONECO Advisors
Envestnet Asset Management
Morgan Stanley

View all funds holding Invesco Exch Trd Slf Idx