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Invesco Exch Trd Slf Idx shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx (BSMV) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 71k 21.31
2024-06-30 $1.2M 58k 20.96
2024-03-31 $1.0M 49k 21.31
2023-12-31 $814k 38k 21.64

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)

View all positions for Precedent Wealth Partners

Top funds holding Invesco Exch Trd Slf Idx

Confluence Investment Management
Envision Financial Planning
LPL Financial
Bank of America Corporation
Key FInancial
Kestra Advisory Services
Invesco
Jane Street
Precedent Wealth Partners
Wells Fargo & Company
Garrett Investment Advisors
Sterling Financial Group
Raymond James & Associates
Farmers National Bank
Raymond James Financial Services Advisors

View all funds holding Invesco Exch Trd Slf Idx