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Invesco Exchng Trad Slf Inde shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $397k 16k 25.51
2023-12-31 $418k 16k 26.06

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Top funds holding Invesco Exchng Trad Slf Inde

Wells Fargo & Company
Morgan Stanley
Jane Street
LPL Financial
Envision Financial Planning
Union Bankshares
Ameriprise Financial
Raymond James & Associates
Bank of America Corporation
Bank Of Montreal
Sterling Financial Group
Royal Bank of Canada
Addison Advisors
Envestnet Asset Management
Commonwealth Equity Services

View all funds holding Invesco Exchng Trad Slf Inde