Envision Financial Planning, LLC
Position in BSMU — Invesco BulletShares 2030 Municipal Bond ETF
CIK 1964460
MEMPHIS, TN
All Filings in BSMU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BSMU | $1,752,543 | 80,344 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BSMU | $1,705,505 | 77,435 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BSMU | $1,682,053 | 76,736 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BSMU | $1,452,131 | 67,541 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BSMU | $3,902,894 | 180,857 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 BSMU | $3,899,174 | 179,520 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 BSMU | $4,307,311 | 194,461 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 BSMU | $4,136,179 | 189,977 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 BSMU | $3,919,332 | 177,185 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 BSMU | $3,653,406 | 162,953 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 BSMU | $3,178,601 | 152,159 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||