CAPTRUST FINANCIAL ADVISORS
Position in BSMT — Invesco BulletShares 2029 Municipal Bond ETF
CIK 1512024
RALEIGH, NC
All Filings in BSMT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BSMT | $1,069,119 | 46,435 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BSMT | $775,478 | 33,498 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BSMT | $665,187 | 28,796 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 BSMT | $454,904 | 20,031 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 BSMT | $537,005 | 23,615 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BSMT | $438,589 | 19,119 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BSMT | $433,729 | 18,639 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BSMT | $639,580 | 27,911 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 BSMT | $587,902 | 25,297 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BSMT | $548,984 | 23,366 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 BSMT | $550,591 | 24,890 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 BSMT | $533,136 | 23,200 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 BSMT | $651,211 | 27,845 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 BSMT | $686,529 | 29,986 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 BSMT | $414,177 | 18,870 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 BSMT | $383,763 | 16,729 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 BSMT | $200,841 | 8,351 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 BSMT | $468,791 | 17,927 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 BSMT | $464,757 | 17,927 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 BSMT | $141,058 | 5,380 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 BSMT | $138,153 | 5,380 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||