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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 (BSSX) shares owned by Envision Financial Planning from 13F filings

Historical chart of Envision Financial Planning investment in Invesco Exchng Trad Slf Inde

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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
2024-09-30 $3.3M 125k 26.35
2024-06-30 $3.1M 118k 25.92
2024-03-31 $2.7M 105k 26.24

More positions owned by Envision Financial Planning

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Ishares Tr Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Ibonds Dec 29 (IBDU)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)

View all positions for Envision Financial Planning

Top funds holding Invesco Exchng Trad Slf Inde

Envision Financial Planning
LPL Financial
Sterling Financial Group
Kestra Advisory Services
Union Bankshares
Bank of New York Mellon
Invesco
Raymond James & Associates
Raymond James Financial Services Advisors
Bank of America Corporation
Cowen And Company
Flow Traders US
Commonwealth Equity Services
Envestnet Asset Management
Key FInancial

View all funds holding Invesco Exchng Trad Slf Inde