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Invesco Exch Trd Slf Idx shares owned by Addison Advisors

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx (BSMY) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in Invesco Exch Trd Slf Idx

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch Trd Slf Idx held by Addison Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exch Trd Slf Idx by Addison Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $511k 21k 24.33
2025-06-30 $412k 17k 23.72
2025-03-31 $329k 14k 24.04
2024-12-31 $173k 7.1k 24.49

More positions owned by Addison Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Addison Advisors

Top funds holding Invesco Exch Trd Slf Idx

Confluence Investment Management
Raymond James Financial
LPL Financial
Envision Financial Planning
Jane Street
D.A. Davidson & Co.
Invesco
Elequin Capital
Stifel Financial
MONECO Advisors
Kestra Advisory Services
Hills Bank And Trust Company
HighTower Advisors
Sterling Financial Group
Equitable Holdings

View all funds holding Invesco Exch Trd Slf Idx