Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / S&P500 DOWNSID
-
Total 13F shares
-
2,239,374
-
Share change
-
+546,303
-
Total reported value
-
$79,527,638
-
Price per share
-
$35.55
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Number of holders
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51
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Value change
-
+$19,513,433
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Number of buys
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35
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Number of sells
-
13
Institutional Holders of INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) as of Q2 2021
As of 30 Jun 2021 INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) had 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,239,374 shares of stock of the company.
Largest 10 holders included First PREMIER Bank, LPL Financial LLC, Garrett Investment Advisors LLC, Advisor Resource Council, CWM, LLC, Beta Wealth Group, Inc., WFA of San Diego, LLC, Congress Park Capital LLC, Stratos Wealth Partners, LTD., and WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC.
This table shows 51 institutional shareholders of the security as of 30 Jun 2021.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.