Legacy Private Trust »

Invesco Exchng Trad Slf Inde shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Invesco Exchng Trad Slf Inde (BSMW) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust 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 Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchng Trad Slf Inde by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $654k 26k 25.11

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
JPMorgan Chase & Co. (JPM)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Legacy Private Trust

Top funds holding Invesco Exchng Trad Slf Inde

LPL Financial
Union Bankshares
Wells Fargo & Company
Precedent Wealth Partners
Stratos Wealth Advisors
Raymond James Financial
Confluence Investment Management
Envision Financial Planning
Kestra Advisory Services
Flow Traders US
Invesco
Elequin Capital
Ameriprise Financial
Lido Advisors
Integrated Wealth Concepts

View all funds holding Invesco Exchng Trad Slf Inde