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Invesco Exch Trd Slf Idx shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $584k 27k 21.64
2023-09-30 $565k 28k 20.01
2023-06-30 $517k 24k 21.15
2023-03-31 $660k 31k 21.42
2022-12-31 $644k 31k 20.78

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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
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Technology Select Sector Spdr Fund Etf (XLK)
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Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Invesco Exch Trd Slf Idx

Envision Financial Planning
Bank of America Corporation
Key FInancial
Wells Fargo & Company
Garrett Investment Advisors
Jane Street
Venture Visionary Partners
Kestra Advisory Services
Precedent Wealth Partners
Sterling Financial Group
Raymond James Financial Services Advisors
Commonwealth Equity Services
Captrust Financial Advisors
Gradient Capital Advisors
Addison Advisors

View all funds holding Invesco Exch Trd Slf Idx