CAPTRUST FINANCIAL ADVISORS
Position in BSMR — Invesco BulletShares 2027 Municipal Bond ETF
CIK 1512024
RALEIGH, NC
All Filings in BSMR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BSMR | $1,116,539 | 47,203 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BSMR | $1,115,591 | 47,141 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BSMR | $1,113,889 | 47,079 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 BSMR | $885,382 | 37,724 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 BSMR | $888,400 | 37,724 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BSMR | $489,487 | 20,741 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BSMR | $291,841 | 12,314 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BSMR | $259,101 | 11,035 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 BSMR | $260,678 | 11,020 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BSMR | $467,710 | 19,567 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 BSMR | $447,790 | 19,567 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 BSMR | $440,541 | 18,667 | Shares | Sole | 2023-08-15 | |
| 2022-06-30 BSMR | $192,540 | 8,144 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 BSMR | $191,784 | 7,923 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 BSMR | $140,070 | 5,427 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 BSMR | $139,718 | 5,427 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 BSMR | $140,640 | 5,427 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 BSMR | $138,524 | 5,427 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 BSMR | $139,962 | 5,427 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||