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Invesco Exchng Trad Slf Inde shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Invesco Exchng Trad Slf Inde (BSMW) shares owned by Precedent Wealth Partners from 13F filings

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 60k 25.63
2024-06-30 $322k 13k 25.21

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 Exchng Trad Slf Inde

Wells Fargo & Company
Morgan Stanley
LPL Financial
Envision Financial Planning
Union Bankshares
Bank of America Corporation
Invesco
Jane Street
Raymond James & Associates
Kestra Advisory Services
Precedent Wealth Partners
Sterling Financial Group
Key FInancial
Equitable Holdings
Commonwealth Equity Services

View all funds holding Invesco Exchng Trad Slf Inde