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Invesco Exchng Trad Slf Inde shares owned by Envision Financial Planning

Quarter-by-quarter ownership of Invesco Exchng Trad Slf Inde (BSMW) shares owned by Envision Financial Planning from 13F filings

Historical chart of Envision Financial Planning 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 Envision Financial Planning 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 Envision Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 145k 25.51
2023-12-31 $3.4M 130k 26.06
2023-09-30 $2.8M 115k 23.95

More positions owned by Envision Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Ibonds Dec 29 (IBDU)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us High Profitab (DUHP)
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Invesco Exchng Trad Slf Inde Bulletshs 32 Mun (BSMW)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Ibonds Dec 28 (IBMQ)
Invesco Exchng Trad Slf Inde Invesco Bulletsh (BSSX)

View all positions for Envision Financial Planning

Top funds holding Invesco Exchng Trad Slf Inde

Wells Fargo & Company
Jane Street
Envision Financial Planning
Union Bankshares
Raymond James & Associates
Bank Of Montreal
Sterling Financial Group
Royal Bank of Canada
Bank of America Corporation
Addison Advisors
Captrust Financial Advisors
Commonwealth Equity Services
Kestra Advisory Services
Beacon Pointe Advisors
Bill Few Associates

View all funds holding Invesco Exchng Trad Slf Inde