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Invesco Exchng Trad Slf Inde shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Invesco Exchng Trad Slf Inde (BSMW) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Invesco Exchng Trad Slf Inde

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Trad Slf Inde held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Trad Slf Inde by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $314k 13k 25.09
2024-09-30 $315k 12k 25.63
2024-06-30 $300k 12k 25.21
2024-03-31 $251k 9.8k 25.52
2023-12-31 $238k 9.1k 26.06

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View all positions for Beacon Pointe Advisors

Top funds holding Invesco Exchng Trad Slf Inde

Morgan Stanley
Wells Fargo & Company
LPL Financial
Union Bankshares
Envision Financial Planning
Bank of America Corporation
Jane Street
Sterling Financial Group
Raymond James Financial
Kestra Advisory Services
Invesco
Raymond James & Associates
Toronto-Dominion Bank
Precedent Wealth Partners
Ameriprise Financial

View all funds holding Invesco Exchng Trad Slf Inde